+58.4%
DAL vs M
+25.7%
+32.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +8.1% | -2.8% | +1.9% |
| 7D | +10.0% | +2.5% | +7.5% | +8.8% |
| 30D | +12.0% | +10.1% | +2.0% | +7.6% |
| 3M | +0.8% | -0.9% | +1.7% | +0.8% |
| 6M | +26.2% | +30.2% | -4.0% | +11.4% |
| YTD | +33.7% | +16.3% | +17.4% | +23.3% |
| All | +58.4% | +25.7% | +32.8% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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