+173.8%
DAL vs RVTY
+78.0%
+95.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.7% | +1.0% |
| 7D | +8.8% | -1.2% | +10.0% | +9.0% |
| 30D | +5.4% | +1.0% | +4.4% | +4.5% |
| 3M | -4.9% | +35.8% | -40.8% | -18.4% |
| 6M | +19.8% | +56.7% | -36.9% | -4.8% |
| YTD | +27.0% | +60.7% | -33.7% | -1.8% |
| 1Y | +52.5% | +73.7% | -21.2% | +13.0% |
| 3Y | +173.8% | +82.8% | +91.1% | +102.1% |
| All | +173.8% | +78.0% | +95.9% | +102.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling