+122.8%
DAL vs URI
+1,374.0%
-1,251.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +1.6% |
| 7D | +8.8% | -9.8% | +18.6% | +14.6% |
| 30D | +5.4% | +1.7% | +3.6% | +4.2% |
| 3M | -4.9% | -9.1% | +4.1% | -0.7% |
| 6M | +19.8% | +9.9% | +10.0% | +12.1% |
| YTD | +27.0% | +31.2% | -4.2% | +4.3% |
| 1Y | +52.5% | +25.9% | +26.5% | +28.2% |
| 3Y | +173.8% | +147.4% | +26.5% | +53.8% |
| 5Y | +104.5% | +179.7% | -75.2% | +3.8% |
| All | +122.8% | +1,374.0% | -1,251.2% | -44.6% |
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