+29.2%
DAL vs XYZ
+6.7%
+22.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | -0.8% |
| 7D | +3.4% | +2.9% | +0.5% | +2.7% |
| 30D | -13.6% | +1.4% | -14.9% | -13.9% |
| 3M | +1.2% | +14.6% | -13.4% | -1.9% |
| 6M | +34.5% | +20.8% | +13.7% | +28.4% |
| YTD | +14.7% | +23.1% | -8.4% | +10.3% |
| 1Y | +29.2% | +5.6% | +23.6% | +29.3% |
| All | +29.2% | +6.7% | +22.5% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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