+74.6%
IWM vs DAL
+175.7%
-101.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.3% | -2.0% | +1.5% |
| 7D | +1.2% | +10.0% | -8.8% | -1.9% |
| 30D | +1.3% | +12.0% | -10.8% | -2.5% |
| 3M | -6.1% | +0.8% | -6.9% | -6.6% |
| 6M | -0.1% | +26.2% | -26.3% | -8.1% |
| YTD | +15.5% | +33.7% | -18.1% | +3.5% |
| 1Y | +18.1% | +57.6% | -39.5% | 0.0% |
| 3Y | +74.6% | +183.5% | -108.8% | +6.7% |
| All | +74.6% | +175.7% | -101.1% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling