+351.3%
DAL vs TECH
+475.6%
-124.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -13.9% | +0.7% | -14.6% | -14.2% |
| 3M | +1.1% | +36.3% | -35.3% | -13.3% |
| 6M | +26.2% | +25.6% | +0.7% | +9.9% |
| YTD | +16.4% | +23.7% | -7.3% | +1.6% |
| 1Y | +33.9% | +37.6% | -3.8% | +9.4% |
| 3Y | +93.4% | -6.6% | +100.0% | +81.4% |
| 5Y | +106.4% | -42.2% | +148.6% | +137.1% |
| 10Y | +143.0% | +187.6% | -44.6% | -4.6% |
| All | +351.3% | +475.6% | -124.3% | +7.8% |
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 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