+126.4%
DAL vs TRU
+138.6%
-12.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.1% |
| 7D | +3.4% | -7.2% | +10.6% | +7.2% |
| 30D | -13.6% | -2.8% | -10.7% | -12.7% |
| 3M | +1.2% | +13.0% | -11.8% | -6.5% |
| 6M | +34.5% | +0.7% | +33.8% | +31.3% |
| YTD | +14.7% | -9.0% | +23.7% | +16.7% |
| 1Y | +29.2% | -16.3% | +45.6% | +36.4% |
| 3Y | +100.0% | -1.1% | +101.0% | +81.3% |
| 5Y | +106.3% | -36.0% | +142.3% | +139.8% |
| 10Y | +126.4% | +139.9% | -13.5% | +57.8% |
| All | +126.4% | +138.6% | -12.2% | +57.8% |
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