+173.8%
DAL vs IBN
+51.2%
+122.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.2% | -2.0% | 0.0% |
| 7D | +8.8% | +15.1% | -6.3% | +1.1% |
| 30D | +5.4% | +21.6% | -16.3% | -4.9% |
| 3M | -4.9% | +11.2% | -16.1% | -10.2% |
| 6M | +19.8% | +27.8% | -7.9% | +5.6% |
| YTD | +27.0% | +14.7% | +12.3% | +17.3% |
| 1Y | +52.5% | +14.4% | +38.0% | +40.8% |
| 3Y | +173.8% | +52.1% | +121.7% | +135.1% |
| All | +173.8% | +51.2% | +122.6% | +135.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling