+392.2%
DAL vs IBN
+452.7%
-60.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.2% | -2.0% | +0.3% |
| 7D | +8.8% | +15.1% | -6.3% | +2.3% |
| 30D | +5.4% | +21.6% | -16.3% | -3.3% |
| 3M | -4.9% | +11.2% | -16.1% | -9.4% |
| 6M | +19.8% | +27.8% | -7.9% | +7.7% |
| YTD | +27.0% | +14.7% | +12.3% | +19.7% |
| 1Y | +52.5% | +14.4% | +38.0% | +43.7% |
| 3Y | +173.8% | +52.1% | +121.7% | +125.6% |
| 5Y | +104.5% | +70.7% | +33.8% | +61.1% |
| 10Y | +129.7% | +385.5% | -255.8% | +9.8% |
| All | +392.2% | +452.7% | -60.5% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling