+62.1%
DAL vs OMC
+24.5%
+37.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +5.2% | +1.9% | +6.5% |
| 7D | +11.1% | +12.5% | -1.5% | +9.7% |
| 30D | +7.7% | +16.3% | -8.6% | +6.0% |
| 3M | -3.5% | +8.1% | -11.6% | -4.5% |
| 6M | +31.3% | +17.2% | +14.2% | +29.3% |
| YTD | +30.0% | +11.8% | +18.2% | +31.2% |
| 1Y | +62.1% | +23.9% | +38.1% | +60.9% |
| All | +62.1% | +24.5% | +37.5% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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