+62.5%
T vs DAL
+108.0%
-45.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +2.5% | -1.1% | +3.6% | +2.7% |
| 30D | -3.8% | +12.8% | -16.6% | -5.7% |
| 3M | -8.7% | -5.3% | -3.5% | -8.2% |
| 6M | -8.1% | +22.4% | -30.5% | -11.6% |
| YTD | -6.4% | +25.6% | -32.1% | -11.0% |
| 1Y | -9.8% | +45.5% | -55.3% | -16.4% |
| 3Y | +65.5% | +161.0% | -95.5% | +31.2% |
| 5Y | +57.0% | +112.2% | -55.3% | +26.6% |
| All | +62.5% | +108.0% | -45.5% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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