+145.3%
DAL vs URI
+1,179.9%
-1,034.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.0% |
| 7D | +0.1% | -2.0% | +2.1% | +1.1% |
| 30D | -13.9% | -12.9% | -1.0% | -7.6% |
| 3M | +1.1% | -6.7% | +7.8% | +3.9% |
| 6M | +26.2% | +19.0% | +7.2% | +11.4% |
| YTD | +16.4% | +25.5% | -9.1% | -1.5% |
| 1Y | +33.9% | +5.5% | +28.3% | +24.4% |
| 3Y | +93.4% | +111.3% | -17.9% | +19.2% |
| 5Y | +106.4% | +198.6% | -92.2% | +1.9% |
| All | +145.3% | +1,179.9% | -1,034.6% | -38.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling