+128.1%
DAL vs RVTY
+217.6%
-89.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.6% | +1.7% | +3.8% |
| 7D | +10.0% | +6.0% | +4.0% | +7.3% |
| 30D | +12.0% | +4.3% | +7.7% | +9.8% |
| 3M | +0.8% | +40.2% | -39.4% | -13.0% |
| 6M | +26.2% | +59.3% | -33.1% | +2.7% |
| YTD | +33.7% | +66.5% | -32.8% | +5.9% |
| 1Y | +57.6% | +77.5% | -19.9% | +21.4% |
| 3Y | +183.5% | +92.5% | +91.0% | +108.9% |
| 5Y | +114.2% | -6.8% | +121.0% | +100.5% |
| 10Y | +128.1% | +225.4% | -97.3% | +5.7% |
| All | +128.1% | +217.6% | -89.5% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling