+62.1%
DAL vs URI
+33.3%
+28.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -4.4% | +11.5% | +8.3% |
| 7D | +11.1% | -4.3% | +15.4% | +12.3% |
| 30D | +7.7% | +4.6% | +3.1% | +6.2% |
| 3M | -3.5% | -2.1% | -1.4% | -3.4% |
| 6M | +31.3% | +21.9% | +9.4% | +23.9% |
| YTD | +30.0% | +39.7% | -9.7% | +13.0% |
| 1Y | +62.1% | +32.9% | +29.2% | +49.2% |
| All | +62.1% | +33.3% | +28.8% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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