+161.9%
DAL vs TRU
+57.8%
+104.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.2% | -4.0% | -4.7% |
| 7D | +1.4% | -2.2% | +3.6% | +2.4% |
| 30D | +9.1% | +20.2% | -11.1% | +0.3% |
| 3M | -3.5% | +2.2% | -5.7% | -5.4% |
| 6M | +23.4% | +17.6% | +5.8% | +12.3% |
| YTD | +26.0% | -5.0% | +31.0% | +25.4% |
| 1Y | +44.6% | -1.0% | +45.6% | +40.7% |
| All | +161.9% | +57.8% | +104.1% | +97.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling