+62.1%
DAL vs RF
+25.4%
+36.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.5% | +5.7% | +5.9% |
| 7D | +11.1% | +2.3% | +8.8% | +9.1% |
| 30D | +7.7% | +7.2% | +0.5% | +1.7% |
| 3M | -3.5% | -8.2% | +4.7% | +3.8% |
| 6M | +31.3% | +7.0% | +24.3% | +23.0% |
| YTD | +30.0% | +10.3% | +19.7% | +17.2% |
| 1Y | +62.1% | +25.1% | +37.0% | +25.1% |
| All | +62.1% | +25.4% | +36.6% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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