+128.1%
DAL vs IBN
+368.7%
-240.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.7% | +3.6% | +4.4% |
| 7D | +10.0% | +14.6% | -4.6% | +2.7% |
| 30D | +12.0% | +23.5% | -11.5% | +0.6% |
| 3M | +0.8% | +14.0% | -13.2% | -5.9% |
| 6M | +26.2% | +31.1% | -5.0% | +10.0% |
| YTD | +33.7% | +16.6% | +17.1% | +23.5% |
| 1Y | +57.6% | +14.9% | +42.7% | +46.5% |
| 3Y | +183.5% | +56.9% | +126.6% | +122.0% |
| 5Y | +114.2% | +69.7% | +44.5% | +61.1% |
| 10Y | +128.1% | +365.4% | -237.2% | +14.0% |
| All | +128.1% | +368.7% | -240.5% | +14.0% |
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