+57.6%
T vs DAL
+116.7%
-59.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.5% |
| 7D | +2.0% | +2.3% | -0.4% | +1.7% |
| 30D | -1.0% | +14.3% | -15.3% | -2.2% |
| 3M | -8.1% | +1.3% | -9.4% | -8.3% |
| 6M | -8.3% | +29.3% | -37.5% | -10.6% |
| YTD | -6.1% | +33.0% | -39.1% | -9.1% |
| 1Y | -7.4% | +59.8% | -67.2% | -12.2% |
| 3Y | +65.4% | +177.2% | -111.7% | +38.3% |
| 5Y | +57.6% | +118.4% | -60.7% | +35.8% |
| All | +57.6% | +116.7% | -59.1% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling