+62.1%
DAL vs FTI
+57.1%
+5.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -3.4% | +10.5% | +6.8% |
| 7D | +11.1% | -9.7% | +20.7% | +10.3% |
| 30D | +7.7% | -8.2% | +15.9% | +7.2% |
| 3M | -3.5% | -7.8% | +4.3% | -3.8% |
| 6M | +31.3% | -13.4% | +44.7% | +32.3% |
| YTD | +30.0% | +45.1% | -15.1% | +6.9% |
| 1Y | +62.1% | +54.6% | +7.5% | +24.8% |
| All | +62.1% | +57.1% | +5.0% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 1y: compounded portfolio wealth divided by compounded FTI 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…
1y analysis · Full analysis span regression · 6 months rolling