+104.3%
DAL vs RVTY
+211.6%
-107.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.3% | +0.3% |
| 7D | -1.1% | -0.5% | -0.6% | -0.9% |
| 30D | +12.8% | +1.5% | +11.3% | +11.8% |
| 3M | -5.3% | +31.5% | -36.7% | -16.1% |
| 6M | +22.4% | +62.7% | -40.3% | -1.4% |
| YTD | +25.6% | +60.0% | -34.4% | +1.1% |
| 1Y | +45.5% | +65.7% | -20.2% | +15.3% |
| 3Y | +161.0% | +85.2% | +75.8% | +95.2% |
| 5Y | +112.2% | -14.9% | +127.1% | +106.2% |
| All | +104.3% | +211.6% | -107.3% | -6.4% |
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