+47.4%
DAL vs RACE
+5.8%
+41.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -3.4% |
| 7D | +4.6% | +5.7% | -1.1% | +2.5% |
| 30D | +2.3% | +9.3% | -7.0% | -0.9% |
| 3M | -8.1% | +3.8% | -11.9% | -9.5% |
| 6M | +21.4% | +29.8% | -8.4% | +10.4% |
| YTD | +24.3% | +15.6% | +8.7% | +16.9% |
| 1Y | +47.4% | +5.1% | +42.3% | +43.1% |
| All | +47.4% | +5.8% | +41.6% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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