-83.6%
FIG vs DAL
+64.2%
-147.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.2% | +5.0% | +1.0% |
| 7D | +2.6% | +1.4% | +1.2% | +2.2% |
| 30D | -13.1% | +9.1% | -22.1% | -14.5% |
| 3M | -20.3% | -3.5% | -16.8% | -19.8% |
| 6M | -2.1% | +23.4% | -25.5% | -7.2% |
| YTD | -49.4% | +26.0% | -75.4% | -53.0% |
| 1Y | -57.0% | +44.6% | -101.6% | -62.4% |
| All | -83.6% | +64.2% | -147.8% | -86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling