+62.1%
DAL vs INDA
-7.3%
+69.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.7% | +4.4% | +3.9% |
| 7D | +11.1% | +6.9% | +4.1% | +2.9% |
| 30D | +7.7% | +7.4% | +0.3% | -0.7% |
| 3M | -3.5% | -1.0% | -2.5% | -2.2% |
| 6M | +31.3% | +2.9% | +28.4% | +27.4% |
| YTD | +30.0% | -7.4% | +37.4% | +36.2% |
| 1Y | +62.1% | -7.4% | +69.5% | +69.6% |
| All | +62.1% | -7.3% | +69.4% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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