+59.8%
DAL vs Z
-59.6%
+119.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.6% | -1.4% |
| 7D | +2.3% | -13.1% | +15.4% | +6.3% |
| 30D | +14.3% | +5.9% | +8.5% | +12.4% |
| 3M | +1.3% | -13.7% | +15.0% | +4.6% |
| 6M | +29.3% | -27.1% | +56.4% | +40.2% |
| YTD | +33.0% | -56.8% | +89.8% | +61.8% |
| 1Y | +59.8% | -60.2% | +120.1% | +97.7% |
| All | +59.8% | -59.6% | +119.5% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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