+125.6%
DAL vs FTI
+178.7%
-53.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | +10.7% | -3.3% | +14.0% | +11.8% |
| 30D | +12.5% | -7.2% | +19.7% | +14.6% |
| 3M | +3.6% | -12.9% | +16.5% | +7.4% |
| 6M | +26.7% | -7.9% | +34.6% | +27.5% |
| YTD | +34.3% | +45.2% | -10.9% | +16.0% |
| 1Y | +59.1% | +48.1% | +11.1% | +36.5% |
| 3Y | +179.9% | +205.0% | -25.1% | +83.0% |
| 5Y | +119.1% | +838.8% | -719.7% | -9.5% |
| 10Y | +125.6% | +174.8% | -49.2% | -2.3% |
| All | +125.6% | +178.7% | -53.0% | -2.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling