+44.6%
DAL vs TAP
-13.1%
+57.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.9% | -5.2% |
| 7D | +1.4% | -6.3% | +7.7% | +2.5% |
| 30D | +9.1% | +2.7% | +6.4% | +8.7% |
| 3M | -3.5% | -3.7% | +0.2% | -2.7% |
| 6M | +23.4% | -2.0% | +25.4% | +23.7% |
| YTD | +26.0% | -12.3% | +38.4% | +26.8% |
| 1Y | +44.6% | -10.1% | +54.7% | +42.9% |
| All | +44.6% | -13.1% | +57.7% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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