+443.6%
TEAM vs DAL
+108.0%
+335.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -2.4% | -1.1% | -1.3% | -2.2% |
| 30D | -26.7% | +12.8% | -39.6% | -29.2% |
| 3M | -9.6% | -5.3% | -4.4% | -9.0% |
| 6M | +86.0% | +22.4% | +63.7% | +74.3% |
| YTD | -7.5% | +25.6% | -33.1% | -14.7% |
| 1Y | -1.4% | +45.5% | -46.9% | -12.7% |
| 3Y | -14.3% | +161.0% | -175.3% | -36.3% |
| 5Y | -66.3% | +112.2% | -178.5% | -74.2% |
| All | +443.6% | +108.0% | +335.6% | +315.6% |
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