+183.5%
DAL vs TECH
+25.7%
+157.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.1% | +5.2% | +5.3% |
| 7D | +10.0% | +0.2% | +9.8% | +10.0% |
| 30D | +12.0% | +0.5% | +11.5% | +11.9% |
| 3M | +0.8% | +0.9% | -0.1% | +0.5% |
| 6M | +26.2% | +51.0% | -24.9% | +8.6% |
| YTD | +33.7% | +24.4% | +9.3% | +21.0% |
| 1Y | +57.6% | +27.6% | +30.0% | +41.1% |
| 3Y | +183.5% | +29.9% | +153.5% | +130.9% |
| All | +183.5% | +25.7% | +157.8% | +130.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling