+62.1%
DAL vs PBR
+74.7%
-12.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -7.0% | +14.1% | +4.7% |
| 7D | +11.1% | -11.0% | +22.0% | +7.1% |
| 30D | +7.7% | -18.8% | +26.5% | +1.5% |
| 3M | -3.5% | +7.8% | -11.4% | +0.8% |
| 6M | +31.3% | -7.6% | +38.9% | +32.6% |
| YTD | +30.0% | +72.7% | -42.7% | +46.6% |
| 1Y | +62.1% | +72.9% | -10.9% | +83.8% |
| All | +62.1% | +74.7% | -12.6% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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