+1,683.2%
TER vs DAL
+142.6%
+1,540.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +4.7% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | -8.3% | -13.9% | +5.7% | -1.9% |
| 3M | -12.2% | +1.1% | -13.3% | -12.5% |
| 6M | +17.1% | +26.2% | -9.2% | +6.3% |
| YTD | +84.7% | +16.4% | +68.2% | +73.0% |
| 1Y | +199.9% | +33.9% | +166.1% | +164.7% |
| 3Y | +232.8% | +93.4% | +139.4% | +145.7% |
| 5Y | +198.6% | +106.4% | +92.2% | +109.6% |
| All | +1,683.2% | +142.6% | +1,540.6% | +1,030.7% |
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 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