+31.3%
DAL vs RACE
+27.8%
+3.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.3% | +2.9% | +5.2% |
| 7D | +11.1% | +9.9% | +1.1% | +6.6% |
| 30D | +7.7% | +12.8% | -5.1% | +2.4% |
| 3M | -3.5% | +7.4% | -10.9% | -6.9% |
| 6M | +31.3% | +27.6% | +3.7% | +19.3% |
| All | +31.3% | +27.8% | +3.5% | +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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling