+173.8%
DAL vs TRU
+65.0%
+108.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.2% | +3.0% |
| 7D | +8.8% | +5.7% | +3.1% | +6.3% |
| 30D | +5.4% | +29.2% | -23.8% | -6.1% |
| 3M | -4.9% | +2.7% | -7.6% | -7.0% |
| 6M | +19.8% | +15.2% | +4.6% | +10.1% |
| YTD | +27.0% | -4.9% | +31.9% | +26.2% |
| 1Y | +52.5% | +3.4% | +49.0% | +44.9% |
| 3Y | +173.8% | +63.2% | +110.7% | +114.3% |
| All | +173.8% | +65.0% | +108.9% | +114.3% |
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 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