+176.3%
DAL vs FTI
+208.1%
-31.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.2% |
| 7D | +2.3% | +1.4% | +1.0% | +2.1% |
| 30D | +14.3% | -6.3% | +20.6% | +15.5% |
| 3M | +1.3% | -13.1% | +14.4% | +3.9% |
| 6M | +29.3% | -8.0% | +37.3% | +29.7% |
| YTD | +33.0% | +47.1% | -14.1% | +14.8% |
| 1Y | +59.8% | +50.7% | +9.2% | +36.9% |
| All | +176.3% | +208.1% | -31.8% | +91.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling