+16.1%
IWM vs DAL
+55.6%
-39.4%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.7% | -3.2% | +0.7% |
| 7D | +0.3% | +10.7% | -10.4% | -2.9% |
| 30D | +0.6% | +12.5% | -11.9% | -3.2% |
| 3M | -6.2% | +3.6% | -9.9% | -7.6% |
| 6M | -0.8% | +26.7% | -27.5% | -8.8% |
| YTD | +14.8% | +34.3% | -19.5% | +2.3% |
| 1Y | +16.1% | +59.1% | -43.0% | -3.1% |
| All | +16.1% | +55.6% | -39.4% | -3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling