+62.1%
DAL vs S
+36.5%
+25.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.6% | +5.5% | +7.0% |
| 7D | +11.1% | -8.2% | +19.3% | +11.9% |
| 30D | +7.7% | -7.6% | +15.3% | +8.3% |
| 3M | -3.5% | +12.0% | -15.5% | -4.7% |
| 6M | +31.3% | +50.6% | -19.3% | +25.4% |
| YTD | +30.0% | +56.6% | -26.6% | +22.8% |
| 1Y | +62.1% | +39.2% | +22.8% | +55.8% |
| All | +62.1% | +36.5% | +25.6% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling