+169.2%
IWM vs DAL
+142.6%
+26.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | -0.4% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -1.3% | -13.9% | +12.7% | +4.0% |
| 3M | +1.6% | +1.1% | +0.5% | +0.8% |
| 6M | +13.6% | +26.2% | -12.7% | +3.6% |
| YTD | +20.8% | +16.4% | +4.3% | +12.8% |
| 1Y | +26.4% | +33.9% | -7.4% | +11.8% |
| 3Y | +60.7% | +93.4% | -32.7% | +19.2% |
| 5Y | +38.2% | +106.4% | -68.2% | -3.3% |
| All | +169.2% | +142.6% | +26.6% | +63.6% |
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