+106.3%
DAL vs TEL
+49.6%
+56.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.2% | -0.2% |
| 7D | +3.4% | -1.4% | +4.8% | +4.3% |
| 30D | -13.6% | -4.9% | -8.7% | -10.7% |
| 3M | +1.2% | +0.1% | +1.1% | +0.2% |
| 6M | +34.5% | +0.4% | +34.1% | +31.2% |
| YTD | +14.7% | -8.9% | +23.6% | +19.1% |
| 1Y | +29.2% | -0.3% | +29.6% | +23.5% |
| 3Y | +100.0% | +67.6% | +32.4% | +21.4% |
| 5Y | +106.3% | +50.7% | +55.6% | +35.2% |
| All | +106.3% | +49.6% | +56.8% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 5y: compounded portfolio wealth divided by compounded TEL 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…
5y analysis · Full analysis span regression · 6 months rolling