+415.5%
DAL vs TRI
+327.0%
+88.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.3% | -1.2% |
| 7D | +2.3% | -7.2% | +9.5% | +6.1% |
| 30D | +14.3% | +4.4% | +9.9% | +10.5% |
| 3M | +1.3% | +4.5% | -3.2% | -3.7% |
| 6M | +29.3% | +23.7% | +5.6% | +7.3% |
| YTD | +33.0% | -14.4% | +47.4% | +32.6% |
| 1Y | +59.8% | -17.4% | +77.2% | +63.1% |
| 3Y | +177.2% | -11.0% | +188.2% | +156.4% |
| 5Y | +118.4% | +0.7% | +117.7% | +82.8% |
| 10Y | +121.4% | +224.0% | -102.6% | -21.7% |
| All | +415.5% | +327.0% | +88.5% | +21.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling