+59.8%
DAL vs IJH
+16.0%
+43.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -2.3% |
| 7D | +2.3% | +0.2% | +2.1% | +2.0% |
| 30D | +14.3% | +2.1% | +12.2% | +10.3% |
| 3M | +1.3% | -3.6% | +4.9% | +8.3% |
| 6M | +29.3% | +1.8% | +27.4% | +25.3% |
| YTD | +33.0% | +14.1% | +18.9% | +8.1% |
| 1Y | +59.8% | +15.9% | +44.0% | +26.8% |
| All | +59.8% | +16.0% | +43.8% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 1y: compounded portfolio wealth divided by compounded IJH 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…
1y analysis · Full analysis span regression · 6 months rolling