+58.4%
DAL vs TRU
+3.5%
+54.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.4% | +2.9% | +4.6% |
| 7D | +10.0% | +4.9% | +5.1% | +8.6% |
| 30D | +12.0% | +26.9% | -14.9% | +4.6% |
| 3M | +0.8% | +4.0% | -3.2% | -0.8% |
| 6M | +26.2% | +15.8% | +10.4% | +18.9% |
| YTD | +33.7% | -2.6% | +36.3% | +32.4% |
| All | +58.4% | +3.5% | +54.9% | +52.3% |
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