+105.0%
DAL vs TRGP
+819.3%
-714.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.5% | -6.8% | -5.7% |
| 7D | +1.4% | +9.0% | -7.6% | -1.6% |
| 30D | +9.1% | +1.5% | +7.6% | +7.8% |
| 3M | -3.5% | +10.7% | -14.2% | -7.9% |
| 6M | +23.4% | +17.1% | +6.2% | +14.2% |
| YTD | +26.0% | +63.6% | -37.6% | +2.9% |
| 1Y | +44.6% | +77.0% | -32.3% | +14.6% |
| 3Y | +162.7% | +273.2% | -110.4% | +57.5% |
| 5Y | +113.0% | +508.6% | -395.6% | +5.5% |
| All | +105.0% | +819.3% | -714.3% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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