+45.5%
DAL vs ROIV
+87.6%
-42.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | -0.1% |
| 7D | -1.1% | +1.7% | -2.8% | -1.4% |
| 30D | +12.8% | +17.6% | -4.7% | +8.8% |
| 3M | -5.3% | +9.0% | -14.2% | -7.7% |
| 6M | +22.4% | +35.3% | -12.9% | +10.3% |
| YTD | +25.6% | +82.2% | -56.6% | +3.9% |
| 1Y | +45.5% | +92.3% | -46.8% | +20.5% |
| All | +45.5% | +87.6% | -42.1% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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