+62.1%
DAL vs IT
-17.9%
+80.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.5% | +5.7% | +7.1% |
| 7D | +11.1% | -5.5% | +16.5% | +11.2% |
| 30D | +7.7% | +10.3% | -2.6% | +7.5% |
| 3M | -3.5% | +11.5% | -15.1% | -3.8% |
| 6M | +31.3% | +40.3% | -9.0% | +30.0% |
| YTD | +30.0% | -17.9% | +47.8% | +40.5% |
| 1Y | +62.1% | -8.8% | +70.9% | +65.4% |
| All | +62.1% | -17.9% | +80.0% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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