+125.6%
DAL vs TRU
+174.2%
-48.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +1.0% |
| 7D | +10.7% | +4.6% | +6.1% | +8.2% |
| 30D | +12.5% | +25.4% | -12.9% | -0.5% |
| 3M | +3.6% | +4.0% | -0.3% | +0.1% |
| 6M | +26.7% | +14.5% | +12.3% | +15.1% |
| YTD | +34.3% | -3.7% | +38.0% | +31.5% |
| 1Y | +59.1% | +2.8% | +56.4% | +50.0% |
| 3Y | +179.9% | +58.5% | +121.3% | +97.0% |
| 5Y | +119.1% | -25.0% | +144.2% | +130.3% |
| 10Y | +125.6% | +186.0% | -60.4% | +44.9% |
| All | +125.6% | +174.2% | -48.6% | +44.9% |
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