+467.0%
TEAM vs DAL
+136.2%
+330.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.5% | -0.5% |
| 7D | -17.2% | +10.0% | -27.2% | -19.4% |
| 30D | -25.1% | +12.0% | -37.1% | -27.5% |
| 3M | +3.9% | +0.8% | +3.1% | +3.1% |
| 6M | +69.1% | +26.2% | +42.9% | +57.4% |
| YTD | -4.5% | +33.7% | -38.2% | -13.2% |
| 1Y | -1.9% | +57.6% | -59.4% | -14.9% |
| 3Y | -9.3% | +183.5% | -192.8% | -33.9% |
| 5Y | -65.2% | +114.2% | -179.3% | -73.5% |
| 10Y | +467.0% | +128.1% | +338.9% | +322.4% |
| All | +467.0% | +136.2% | +330.8% | +322.4% |
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