+62.1%
T vs DAL
+175.7%
-113.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.5% | +0.8% |
| 7D | +1.7% | +10.0% | -8.4% | +1.6% |
| 30D | -1.7% | +12.0% | -13.7% | -1.8% |
| 3M | -7.3% | +0.8% | -8.1% | -7.4% |
| 6M | -11.2% | +26.2% | -37.4% | -11.3% |
| YTD | -8.1% | +33.7% | -41.7% | -8.2% |
| 1Y | -8.0% | +57.6% | -65.6% | -8.4% |
| 3Y | +62.1% | +183.5% | -121.3% | +63.7% |
| All | +62.1% | +175.7% | -113.6% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling