+98.5%
DAL vs TRI
-12.3%
+110.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.4% | +7.2% | +2.4% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | -13.9% | +7.9% | -21.8% | -14.8% |
| 3M | +1.1% | +24.1% | -23.0% | -2.0% |
| 6M | +26.2% | +3.8% | +22.4% | +26.0% |
| YTD | +16.4% | -16.9% | +33.3% | +22.7% |
| 1Y | +33.9% | -38.4% | +72.2% | +53.1% |
| All | +98.5% | -12.3% | +110.8% | +86.5% |
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