+105.8%
DAL vs FND
-60.2%
+166.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.1% |
| 7D | +0.1% | -5.2% | +5.4% | +2.2% |
| 30D | -13.9% | -19.9% | +6.0% | -6.2% |
| 3M | +1.1% | +2.7% | -1.6% | -1.1% |
| 6M | +26.2% | -21.7% | +47.9% | +36.8% |
| YTD | +16.4% | -17.5% | +33.9% | +23.1% |
| 1Y | +33.9% | -39.3% | +73.2% | +58.2% |
| 3Y | +93.4% | -49.8% | +143.1% | +133.3% |
| All | +105.8% | -60.2% | +166.0% | +136.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling