-7.9%
TEAM vs DAL
+95.1%
-103.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -3.2% |
| 7D | -0.4% | +0.1% | -0.6% | -0.5% |
| 30D | +67.3% | -13.9% | +81.2% | +75.0% |
| 3M | +86.8% | +1.1% | +85.7% | +84.5% |
| 6M | +146.8% | +26.2% | +120.6% | +123.4% |
| YTD | +16.9% | +16.4% | +0.5% | +8.8% |
| 1Y | +12.8% | +33.9% | -21.1% | -1.2% |
| All | -7.9% | +95.1% | -103.0% | -34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling