+105.8%
DAL vs TRI
-1.9%
+107.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.4% | +7.2% | +2.8% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | -13.9% | +7.9% | -21.8% | -15.5% |
| 3M | +1.1% | +24.1% | -23.0% | -4.4% |
| 6M | +26.2% | +3.8% | +22.4% | +24.3% |
| YTD | +16.4% | -16.9% | +33.3% | +23.8% |
| 1Y | +33.9% | -38.4% | +72.2% | +59.9% |
| 3Y | +93.4% | -12.2% | +105.6% | +87.2% |
| All | +105.8% | -1.9% | +107.8% | +71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling