+47.4%
DAL vs ROIV
+84.7%
-37.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.2% | -0.1% | -3.3% |
| 7D | +4.6% | -2.4% | +7.0% | +5.2% |
| 30D | +2.3% | +3.1% | -0.7% | +1.6% |
| 3M | -8.1% | +5.8% | -13.9% | -10.2% |
| 6M | +21.4% | +29.3% | -7.9% | +10.4% |
| YTD | +24.3% | +68.8% | -44.4% | +4.6% |
| 1Y | +47.4% | +81.0% | -33.6% | +22.2% |
| All | +47.4% | +84.7% | -37.3% | +22.2% |
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