+62.1%
DAL vs XRT
+18.0%
+44.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +5.5% | +1.6% | +1.2% |
| 7D | +11.1% | +8.0% | +3.0% | +2.2% |
| 30D | +7.7% | +13.0% | -5.3% | -5.7% |
| 3M | -3.5% | +1.7% | -5.2% | -5.0% |
| 6M | +31.3% | +12.6% | +18.7% | +14.0% |
| YTD | +30.0% | +10.7% | +19.3% | +16.0% |
| 1Y | +62.1% | +18.4% | +43.7% | +35.5% |
| All | +62.1% | +18.0% | +44.1% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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