+441.0%
TEAM vs DAL
+128.3%
+312.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.5% | -4.2% |
| 7D | -22.2% | +10.7% | -32.9% | -24.4% |
| 30D | -28.1% | +12.5% | -40.7% | -30.5% |
| 3M | -2.2% | +3.6% | -5.8% | -3.6% |
| 6M | +62.2% | +26.7% | +35.5% | +50.8% |
| YTD | -8.4% | +34.3% | -42.6% | -16.9% |
| 1Y | -6.6% | +59.1% | -65.7% | -19.2% |
| 3Y | -15.7% | +179.9% | -195.6% | -38.4% |
| 5Y | -65.7% | +119.1% | -184.9% | -74.1% |
| 10Y | +441.0% | +125.6% | +315.3% | +305.6% |
| All | +441.0% | +128.3% | +312.7% | +305.6% |
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