+381.8%
DAL vs TECH
+477.4%
-95.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.3% | -4.3% |
| 7D | +4.6% | -0.1% | +4.6% | +4.6% |
| 30D | +2.3% | +0.3% | +2.0% | +2.2% |
| 3M | -8.1% | +1.0% | -9.1% | -8.5% |
| 6M | +21.4% | +28.6% | -7.2% | +5.2% |
| YTD | +24.3% | +24.1% | +0.2% | +8.3% |
| 1Y | +47.4% | +21.9% | +25.5% | +29.3% |
| 3Y | +164.6% | +25.7% | +138.9% | +114.3% |
| 5Y | +100.2% | -40.2% | +140.4% | +127.2% |
| 10Y | +124.9% | +210.1% | -85.2% | -15.8% |
| All | +381.8% | +477.4% | -95.6% | +15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling