+105.8%
DAL vs RACE
+93.6%
+12.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.7% |
| 7D | +0.1% | -2.5% | +2.6% | +1.3% |
| 30D | -13.9% | +0.8% | -14.7% | -14.4% |
| 3M | +1.1% | +17.2% | -16.1% | -6.6% |
| 6M | +26.2% | +13.6% | +12.7% | +17.8% |
| YTD | +16.4% | +12.2% | +4.2% | +8.6% |
| 1Y | +33.9% | -16.3% | +50.1% | +42.5% |
| 3Y | +93.4% | +36.4% | +56.9% | +43.5% |
| All | +105.8% | +93.6% | +12.3% | +19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling