+59.8%
DAL vs XYZ
+29.3%
+30.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | +2.3% | -2.2% | +4.5% | +3.0% |
| 30D | +14.3% | +11.6% | +2.7% | +10.8% |
| 3M | +1.3% | +8.4% | -7.1% | -1.2% |
| 6M | +29.3% | +17.2% | +12.1% | +23.7% |
| YTD | +33.0% | +31.7% | +1.3% | +26.6% |
| 1Y | +59.8% | +30.1% | +29.8% | +52.3% |
| All | +59.8% | +29.3% | +30.5% | +52.3% |
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