+100.0%
DAL vs TDG
+50.9%
+49.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | -0.1% | -0.7% |
| 7D | +3.4% | -0.9% | +4.3% | +3.9% |
| 30D | -13.6% | -6.5% | -7.0% | -10.2% |
| 3M | +1.2% | -5.1% | +6.3% | +4.2% |
| 6M | +34.5% | -11.5% | +46.0% | +43.2% |
| YTD | +14.7% | -13.9% | +28.6% | +22.8% |
| 1Y | +29.2% | -11.5% | +40.7% | +35.6% |
| 3Y | +100.0% | +53.7% | +46.3% | +65.7% |
| All | +100.0% | +50.9% | +49.0% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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