+173.8%
DAL vs TRI
-5.2%
+179.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.7% | +6.8% | +2.6% |
| 7D | +8.8% | -4.8% | +13.6% | +9.2% |
| 30D | +5.4% | +13.4% | -8.0% | +4.0% |
| 3M | -4.9% | +13.1% | -18.1% | -6.4% |
| 6M | +19.8% | +24.4% | -4.6% | +16.5% |
| YTD | +27.0% | -11.4% | +38.4% | +32.5% |
| 1Y | +52.5% | -15.6% | +68.0% | +61.0% |
| 3Y | +173.8% | -6.5% | +180.3% | +213.4% |
| All | +173.8% | -5.2% | +179.1% | +213.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling