-50.3%
TEAM vs DAL
+106.7%
-157.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -3.4% |
| 7D | -0.4% | +0.1% | -0.6% | -0.6% |
| 30D | +67.3% | -13.9% | +81.2% | +77.8% |
| 3M | +86.8% | +1.1% | +85.7% | +83.8% |
| 6M | +146.8% | +26.2% | +120.6% | +115.8% |
| YTD | +16.9% | +16.4% | +0.5% | +5.6% |
| 1Y | +12.8% | +33.9% | -21.1% | -5.7% |
| 3Y | -7.3% | +93.4% | -100.7% | -40.9% |
| All | -50.3% | +106.7% | -157.0% | -71.7% |
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