+31.3%
DAL vs ROIV
+34.2%
-2.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +6.1% | +1.1% | +5.9% |
| 7D | +11.1% | +3.0% | +8.0% | +10.3% |
| 30D | +7.7% | +6.8% | +0.9% | +6.2% |
| 3M | -3.5% | +10.5% | -14.1% | -6.8% |
| 6M | +31.3% | +34.8% | -3.5% | +13.4% |
| All | +31.3% | +34.2% | -2.9% | +13.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling