+183.5%
DAL vs XRT
+58.4%
+125.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.7% | +1.6% | +1.4% |
| 7D | +10.0% | +2.5% | +7.6% | +7.3% |
| 30D | +12.0% | +10.3% | +1.7% | +0.9% |
| 3M | +0.8% | +2.4% | -1.6% | -1.8% |
| 6M | +26.2% | +10.0% | +16.2% | +13.6% |
| YTD | +33.7% | +9.5% | +24.1% | +21.3% |
| 1Y | +57.6% | +17.2% | +40.4% | +33.1% |
| 3Y | +183.5% | +62.0% | +121.5% | +86.6% |
| All | +183.5% | +58.4% | +125.1% | +86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling