+121.4%
DAL vs IBN
+389.8%
-268.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | +2.3% | +11.1% | -8.8% | -3.1% |
| 30D | +14.3% | +23.9% | -9.5% | +2.4% |
| 3M | +1.3% | +16.3% | -15.0% | -6.4% |
| 6M | +29.3% | +34.2% | -4.9% | +11.3% |
| YTD | +33.0% | +17.6% | +15.4% | +22.4% |
| 1Y | +59.8% | +13.8% | +46.0% | +49.3% |
| 3Y | +177.2% | +57.0% | +120.2% | +116.9% |
| 5Y | +118.4% | +75.3% | +43.0% | +61.6% |
| 10Y | +121.4% | +388.7% | -267.3% | +9.2% |
| All | +121.4% | +389.8% | -268.4% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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