+85.3%
DAL vs RACE
+647.6%
-562.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.3% |
| 6M | +26.2% | +13.6% | +12.7% | +18.2% |
| YTD | +16.4% | +12.2% | +4.2% | +9.0% |
| 1Y | +33.9% | -16.3% | +50.1% | +41.3% |
| 3Y | +93.4% | +36.4% | +56.9% | +55.7% |
| 5Y | +106.4% | +95.0% | +11.4% | +37.7% |
| 10Y | +143.0% | +813.2% | -670.3% | -8.9% |
| All | +85.3% | +647.6% | -562.3% | -30.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling