-65.3%
TEAM vs DAL
+101.3%
-166.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +2.2% | -18.3% | -17.1% |
| 7D | -19.8% | +8.8% | -28.6% | -23.1% |
| 30D | -21.5% | +5.4% | -26.9% | -23.8% |
| 3M | +39.5% | -4.9% | +44.4% | +41.0% |
| 6M | +73.1% | +19.8% | +53.2% | +55.6% |
| YTD | -5.2% | +27.0% | -32.2% | -18.7% |
| 1Y | -1.6% | +52.5% | -54.0% | -23.5% |
| 3Y | -11.4% | +173.8% | -185.3% | -55.9% |
| All | -65.3% | +101.3% | -166.6% | -80.8% |
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