+179.9%
DAL vs IJH
+59.6%
+120.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +1.0% |
| 7D | +10.7% | 0.0% | +10.7% | +10.8% |
| 30D | +12.5% | +1.0% | +11.6% | +11.2% |
| 3M | +3.6% | -4.1% | +7.7% | +10.8% |
| 6M | +26.7% | +0.7% | +26.0% | +26.2% |
| YTD | +34.3% | +13.2% | +21.1% | +13.1% |
| 1Y | +59.1% | +14.9% | +44.2% | +31.4% |
| 3Y | +179.9% | +58.4% | +121.5% | +65.7% |
| All | +179.9% | +59.6% | +120.2% | +65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling