+161.0%
DAL vs INDA
+16.8%
+144.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.2% |
| 7D | -1.1% | +1.1% | -2.2% | -2.1% |
| 30D | +12.8% | +9.4% | +3.5% | +4.0% |
| 3M | -5.3% | +2.9% | -8.2% | -7.7% |
| 6M | +22.4% | +7.2% | +15.1% | +15.2% |
| YTD | +25.6% | -4.8% | +30.4% | +30.4% |
| 1Y | +45.5% | -5.1% | +50.6% | +51.2% |
| 3Y | +161.0% | +16.7% | +144.3% | +146.9% |
| All | +161.0% | +16.8% | +144.1% | +146.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling