+113.0%
DAL vs IT
-42.3%
+155.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.1% | -4.1% | -4.9% |
| 7D | +1.4% | -3.7% | +5.0% | +2.4% |
| 30D | +9.1% | -3.1% | +12.2% | +9.4% |
| 3M | -3.5% | +6.3% | -9.8% | -6.7% |
| 6M | +23.4% | +24.8% | -1.4% | +10.2% |
| YTD | +26.0% | -24.4% | +50.4% | +36.2% |
| 1Y | +44.6% | -17.1% | +61.7% | +49.2% |
| 3Y | +162.7% | -53.6% | +216.3% | +258.9% |
| 5Y | +113.0% | -42.5% | +155.5% | +135.0% |
| All | +113.0% | -42.3% | +155.3% | +135.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling