+118.1%
DAL vs IP
+25.2%
+92.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.0% | -0.4% | -2.1% |
| 7D | +4.6% | -5.0% | +9.5% | +7.7% |
| 30D | +2.3% | +6.5% | -4.2% | -1.5% |
| 3M | -8.1% | -18.0% | +9.9% | +2.4% |
| 6M | +21.4% | +10.3% | +11.1% | +13.2% |
| YTD | +24.3% | -9.9% | +34.2% | +27.4% |
| 1Y | +47.4% | -1.1% | +48.4% | +42.5% |
| 3Y | +164.6% | +13.0% | +151.6% | +118.4% |
| 5Y | +100.2% | -12.3% | +112.5% | +93.8% |
| All | +118.1% | +25.2% | +92.9% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling