+44.6%
DAL vs M
+22.4%
+22.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.1% | -3.1% | -4.3% |
| 7D | +1.4% | +0.6% | +0.8% | +1.0% |
| 30D | +9.1% | +7.0% | +2.1% | +6.1% |
| 3M | -3.5% | +3.1% | -6.6% | -4.9% |
| 6M | +23.4% | +33.5% | -10.1% | +7.9% |
| YTD | +26.0% | +13.4% | +12.6% | +17.6% |
| 1Y | +44.6% | +22.4% | +22.2% | +29.4% |
| All | +44.6% | +22.4% | +22.2% | +29.4% |
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