+98.5%
DAL vs IBN
+32.1%
+66.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.2% |
| 7D | +0.1% | +1.4% | -1.3% | -0.6% |
| 30D | -13.9% | -0.3% | -13.6% | -13.8% |
| 3M | +1.1% | +17.1% | -16.0% | -6.9% |
| 6M | +26.2% | +3.4% | +22.8% | +23.2% |
| YTD | +16.4% | +2.5% | +13.9% | +14.1% |
| 1Y | +33.9% | -4.2% | +38.0% | +34.3% |
| All | +98.5% | +32.1% | +66.4% | +71.1% |
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