+53.4%
T vs DAL
+101.3%
-47.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.0% | -1.1% |
| 7D | +1.0% | +8.8% | -7.8% | +0.3% |
| 30D | -10.6% | +5.4% | -16.0% | -11.1% |
| 3M | -7.7% | -4.9% | -2.8% | -7.5% |
| 6M | -13.3% | +19.8% | -33.2% | -15.0% |
| YTD | -8.8% | +27.0% | -35.8% | -11.3% |
| 1Y | -8.4% | +52.5% | -60.9% | -12.8% |
| 3Y | +59.6% | +173.8% | -114.2% | +33.1% |
| All | +53.4% | +101.3% | -47.9% | +33.3% |
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