+104.3%
DAL vs FTI
+189.4%
-85.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -1.0% |
| 7D | -1.1% | +4.3% | -5.4% | -2.4% |
| 30D | +12.8% | -4.7% | +17.5% | +14.0% |
| 3M | -5.3% | -13.5% | +8.2% | -1.6% |
| 6M | +22.4% | -8.7% | +31.1% | +23.6% |
| YTD | +25.6% | +49.0% | -23.4% | +7.6% |
| 1Y | +45.5% | +54.0% | -8.5% | +23.3% |
| 3Y | +161.0% | +211.6% | -50.7% | +69.6% |
| 5Y | +112.2% | +881.9% | -769.6% | -13.6% |
| All | +104.3% | +189.4% | -85.1% | -12.0% |
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