+45.5%
DAL vs TRI
-17.3%
+62.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.3% |
| 7D | -1.1% | -2.9% | +1.8% | -1.0% |
| 30D | +12.8% | +3.7% | +9.1% | +12.7% |
| 3M | -5.3% | +3.7% | -9.0% | -5.4% |
| 6M | +22.4% | +35.1% | -12.8% | +21.1% |
| YTD | +25.6% | -14.0% | +39.6% | +40.1% |
| 1Y | +45.5% | -19.0% | +64.5% | +70.8% |
| All | +45.5% | -17.3% | +62.8% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling