-65.4%
TEAM vs DAL
+110.1%
-175.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -2.4% | -1.1% | -1.3% | -2.1% |
| 30D | -26.7% | +12.8% | -39.6% | -31.1% |
| 3M | -9.6% | -5.3% | -4.4% | -8.6% |
| 6M | +86.0% | +22.4% | +63.7% | +65.2% |
| YTD | -7.5% | +25.6% | -33.1% | -20.4% |
| 1Y | -1.4% | +45.5% | -46.9% | -21.6% |
| 3Y | -14.3% | +161.0% | -175.3% | -56.2% |
| All | -65.4% | +110.1% | -175.6% | -81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling