+59.1%
DAL vs FTI
+49.9%
+9.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.5% |
| 7D | +10.7% | -3.3% | +14.0% | +10.3% |
| 30D | +12.5% | -7.2% | +19.7% | +12.0% |
| 3M | +3.6% | -12.9% | +16.5% | +3.1% |
| 6M | +26.7% | -7.9% | +34.6% | +25.5% |
| YTD | +34.3% | +45.2% | -10.9% | +11.0% |
| 1Y | +59.1% | +48.1% | +11.1% | +28.2% |
| All | +59.1% | +49.9% | +9.3% | +28.2% |
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