-83.2%
FIG vs DAL
+63.6%
-146.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.9% |
| 7D | +3.4% | -1.1% | +4.5% | +3.6% |
| 30D | -9.5% | +12.8% | -22.3% | -11.4% |
| 3M | -26.2% | -5.3% | -20.9% | -25.4% |
| 6M | +2.7% | +22.4% | -19.7% | -2.4% |
| YTD | -48.0% | +25.6% | -73.6% | -51.6% |
| 1Y | -52.0% | +45.5% | -97.6% | -58.2% |
| All | -83.2% | +63.6% | -146.8% | -86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling