+29.2%
DAL vs INCY
+43.8%
-14.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.3% | -0.9% |
| 7D | +3.4% | -0.5% | +3.9% | +3.5% |
| 30D | -13.6% | +3.2% | -16.7% | -14.5% |
| 3M | +1.2% | +23.6% | -22.4% | -6.8% |
| 6M | +34.5% | +29.7% | +4.8% | +21.2% |
| YTD | +14.7% | +25.9% | -11.3% | +4.3% |
| 1Y | +29.2% | +43.7% | -14.5% | +12.5% |
| All | +29.2% | +43.8% | -14.6% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded INCY 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling