+97.9%
DAL vs RACE
+670.3%
-572.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -3.3% |
| 7D | +4.6% | +5.7% | -1.1% | +2.1% |
| 30D | +2.3% | +9.3% | -7.0% | -1.6% |
| 3M | -8.1% | +3.8% | -11.9% | -9.8% |
| 6M | +21.4% | +29.8% | -8.4% | +7.3% |
| YTD | +24.3% | +15.6% | +8.7% | +14.9% |
| 1Y | +47.4% | +5.1% | +42.3% | +42.0% |
| 3Y | +164.6% | +30.8% | +133.8% | +118.3% |
| 5Y | +100.2% | +67.4% | +32.8% | +43.0% |
| 10Y | +124.9% | +793.6% | -668.7% | -15.3% |
| All | +97.9% | +670.3% | -572.4% | -26.9% |
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