+58.4%
DAL vs IT
-17.3%
+75.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.8% | +5.3% |
| 7D | +10.0% | -18.8% | +28.9% | +10.6% |
| 30D | +12.0% | -0.1% | +12.1% | +12.2% |
| 3M | +0.8% | +2.9% | -2.1% | +0.9% |
| 6M | +26.2% | +20.4% | +5.8% | +26.0% |
| YTD | +33.7% | -24.3% | +58.0% | +41.3% |
| All | +58.4% | -17.3% | +75.7% | +60.7% |
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