+102.9%
DAL vs ROIV
+378.2%
-275.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.2% | -4.0% | +1.2% |
| 7D | +8.8% | +5.3% | +3.5% | +7.9% |
| 30D | +5.4% | +11.9% | -6.5% | +3.6% |
| 3M | -4.9% | +10.7% | -15.6% | -6.9% |
| 6M | +19.8% | +34.9% | -15.1% | +13.6% |
| YTD | +27.0% | +79.2% | -52.2% | +15.0% |
| 1Y | +52.5% | +89.0% | -36.6% | +36.8% |
| 3Y | +173.8% | +337.3% | -163.5% | +118.2% |
| All | +102.9% | +378.2% | -275.3% | +42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling