+128.1%
DAL vs TRU
+172.9%
-44.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.4% | +2.9% | +4.1% |
| 7D | +10.0% | +4.9% | +5.1% | +7.4% |
| 30D | +12.0% | +26.9% | -14.9% | -1.5% |
| 3M | +0.8% | +4.0% | -3.2% | -2.7% |
| 6M | +26.2% | +15.8% | +10.4% | +13.9% |
| YTD | +33.7% | -2.6% | +36.3% | +30.1% |
| 1Y | +57.6% | +3.9% | +53.7% | +47.8% |
| 3Y | +183.5% | +59.2% | +124.3% | +99.4% |
| 5Y | +114.2% | -25.7% | +139.8% | +126.6% |
| 10Y | +128.1% | +179.3% | -51.2% | +51.5% |
| All | +128.1% | +172.9% | -44.8% | +51.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling