+31.2%
DAL vs UUUU
+17.3%
+13.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +0.8% | +1.8% | -1.0% | +0.6% |
| 30D | -11.7% | +1.8% | -13.5% | -11.9% |
| 3M | -2.7% | +1.3% | -4.0% | -3.3% |
| 6M | +30.7% | -26.8% | +57.4% | +31.8% |
| YTD | +14.4% | +0.1% | +14.3% | +12.9% |
| 1Y | +31.2% | +11.2% | +20.0% | +31.5% |
| All | +31.2% | +17.3% | +13.9% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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