+125.6%
DAL vs TECH
+190.5%
-64.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +10.7% | +0.2% | +10.5% | +10.6% |
| 30D | +12.5% | +0.5% | +12.0% | +12.3% |
| 3M | +3.6% | +1.1% | +2.6% | +3.3% |
| 6M | +26.7% | +51.0% | -24.3% | +8.2% |
| YTD | +34.3% | +24.4% | +9.9% | +20.8% |
| 1Y | +59.1% | +27.4% | +31.7% | +41.8% |
| 3Y | +179.9% | +28.5% | +151.4% | +137.4% |
| 5Y | +119.1% | -40.9% | +160.0% | +138.9% |
| 10Y | +125.6% | +192.5% | -66.9% | +14.8% |
| All | +125.6% | +190.5% | -64.9% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling