+62.1%
DAL vs TRU
+2.1%
+60.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.6% | +2.6% | +5.9% |
| 7D | +11.1% | +10.5% | +0.5% | +8.1% |
| 30D | +7.7% | +28.7% | -21.0% | +0.1% |
| 3M | -3.5% | +0.7% | -4.2% | -4.1% |
| 6M | +31.3% | +19.3% | +12.0% | +22.4% |
| YTD | +30.0% | -3.7% | +33.7% | +29.3% |
| 1Y | +62.1% | +3.4% | +58.7% | +55.7% |
| All | +62.1% | +2.1% | +60.0% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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