+128.1%
DAL vs FTI
+185.2%
-57.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.1% |
| 7D | +10.0% | -4.3% | +14.4% | +11.5% |
| 30D | +12.0% | -8.0% | +20.1% | +14.4% |
| 3M | +0.8% | -8.0% | +8.8% | +2.5% |
| 6M | +26.2% | -8.7% | +34.9% | +27.3% |
| YTD | +33.7% | +43.9% | -10.2% | +15.8% |
| 1Y | +57.6% | +49.8% | +7.8% | +34.6% |
| 3Y | +183.5% | +211.7% | -28.2% | +84.0% |
| 5Y | +114.2% | +781.6% | -667.4% | -9.6% |
| 10Y | +128.1% | +180.2% | -52.0% | -0.7% |
| All | +128.1% | +185.2% | -57.1% | -0.7% |
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