+161.0%
DAL vs RVMD
+781.3%
-620.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.1% |
| 7D | -1.1% | -10.4% | +9.3% | +0.8% |
| 30D | +12.8% | -11.0% | +23.8% | +14.9% |
| 3M | -5.3% | -14.7% | +9.4% | -3.0% |
| 6M | +22.4% | +14.9% | +7.5% | +18.6% |
| YTD | +25.6% | +116.3% | -90.7% | +4.6% |
| 1Y | +45.5% | +167.6% | -122.1% | +14.0% |
| 3Y | +161.0% | +776.8% | -615.8% | +31.8% |
| All | +161.0% | +781.3% | -620.3% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 3y: compounded portfolio wealth divided by compounded RVMD 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…
3y analysis · Full analysis span regression · 6 months rolling