+105.0%
DAL vs TECH
+187.7%
-82.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.3% | -5.2% |
| 7D | +1.4% | +0.2% | +1.1% | +1.3% |
| 30D | +9.1% | +0.5% | +8.6% | +8.9% |
| 3M | -3.5% | +1.0% | -4.4% | -3.8% |
| 6M | +23.4% | +54.1% | -30.7% | +4.6% |
| YTD | +26.0% | +24.4% | +1.7% | +13.4% |
| 1Y | +44.6% | +19.3% | +25.3% | +32.1% |
| 3Y | +162.7% | +28.5% | +134.2% | +122.8% |
| 5Y | +113.0% | -41.0% | +153.9% | +132.3% |
| All | +105.0% | +187.7% | -82.7% | +4.2% |
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