+54.0%
DAL vs TE
-75.9%
+129.9%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.4% | +1.8% |
| 7D | +8.8% | -12.6% | +21.4% | +10.2% |
| 30D | +5.4% | -36.7% | +42.1% | +10.3% |
| 3M | -4.9% | -57.5% | +52.5% | +3.4% |
| 6M | +19.8% | -55.2% | +75.1% | +25.9% |
| YTD | +27.0% | -64.7% | +91.7% | +33.9% |
| 1Y | +52.5% | -35.9% | +88.3% | +47.5% |
| 3Y | +173.8% | -31.8% | +205.6% | +127.4% |
| 5Y | +104.5% | -79.4% | +184.0% | +89.9% |
| All | +54.0% | -75.9% | +129.9% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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