+102.9%
DAL vs IBB
+37.5%
+65.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.4% | +0.8% |
| 7D | +8.8% | -1.8% | +10.6% | +10.4% |
| 30D | +5.4% | +5.1% | +0.3% | +1.3% |
| 3M | -4.9% | +10.7% | -15.6% | -13.3% |
| 6M | +19.8% | +22.9% | -3.0% | +0.1% |
| YTD | +27.0% | +26.7% | +0.3% | +3.1% |
| 1Y | +52.5% | +35.1% | +17.3% | +17.3% |
| 3Y | +173.8% | +80.2% | +93.7% | +64.4% |
| All | +102.9% | +37.5% | +65.4% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling