+454.5%
TEAM vs DAL
+124.5%
+330.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.5% | +2.8% |
| 7D | -19.7% | +2.3% | -22.0% | -20.3% |
| 30D | -26.6% | +14.3% | -40.9% | -29.3% |
| 3M | -1.1% | +1.3% | -2.4% | -2.0% |
| 6M | +74.6% | +29.3% | +45.3% | +61.4% |
| YTD | -6.0% | +33.0% | -39.0% | -14.5% |
| 1Y | -3.2% | +59.8% | -63.1% | -16.4% |
| 3Y | -13.5% | +177.2% | -190.7% | -36.7% |
| 5Y | -65.5% | +118.4% | -183.8% | -73.8% |
| 10Y | +454.5% | +121.4% | +333.1% | +313.2% |
| All | +454.5% | +124.5% | +330.1% | +313.2% |
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