+29.2%
DAL vs DTE
+4.2%
+25.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.5% |
| 7D | +3.4% | +0.9% | +2.5% | +3.4% |
| 30D | -13.6% | -1.9% | -11.7% | -13.5% |
| 3M | +1.2% | -3.3% | +4.5% | +1.4% |
| 6M | +34.5% | -7.1% | +41.6% | +34.3% |
| YTD | +14.7% | +8.1% | +6.6% | +15.0% |
| 1Y | +29.2% | +5.3% | +24.0% | +30.6% |
| All | +29.2% | +4.2% | +25.1% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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