+625.2%
XLV vs DAL
+363.8%
+261.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | +2.2% | -1.1% | +3.3% | +2.3% |
| 30D | +8.6% | +12.8% | -4.3% | +6.7% |
| 3M | +12.6% | -5.3% | +17.9% | +13.2% |
| 6M | +29.8% | +22.4% | +7.4% | +25.7% |
| YTD | +23.5% | +25.6% | -2.1% | +18.8% |
| 1Y | +25.7% | +45.5% | -19.8% | +18.4% |
| 3Y | +56.3% | +161.0% | -104.6% | +33.0% |
| 5Y | +53.1% | +112.2% | -59.1% | +31.5% |
| 10Y | +216.7% | +109.1% | +107.6% | +159.1% |
| All | +625.2% | +363.8% | +261.4% | +355.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling