+104.3%
DAL vs TRU
+183.1%
-78.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | -1.1% | 0.0% | -1.1% | -1.0% |
| 30D | +12.8% | +21.3% | -8.5% | +1.5% |
| 3M | -5.3% | +0.2% | -5.5% | -6.7% |
| 6M | +22.4% | +22.4% | 0.0% | +7.2% |
| YTD | +25.6% | -4.8% | +30.4% | +23.8% |
| 1Y | +45.5% | -0.2% | +45.7% | +39.5% |
| 3Y | +161.0% | +57.9% | +103.0% | +84.0% |
| 5Y | +112.2% | -26.1% | +138.4% | +125.0% |
| All | +104.3% | +183.1% | -78.8% | +31.0% |
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