+1,057.8%
TER vs DAL
+108.8%
+949.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.2% | +4.5% | +1.6% |
| 7D | +24.0% | +1.4% | +22.6% | +23.3% |
| 30D | -30.6% | +9.1% | -39.7% | -33.5% |
| 3M | -34.5% | -3.5% | -31.0% | -33.6% |
| 6M | -26.4% | +23.4% | -49.7% | -33.0% |
| YTD | +36.4% | +26.0% | +10.4% | +23.0% |
| 1Y | +47.4% | +44.6% | +2.8% | +25.4% |
| 3Y | +202.6% | +162.7% | +39.9% | +97.3% |
| 5Y | +83.9% | +113.0% | -29.1% | +26.9% |
| All | +1,057.8% | +108.8% | +949.0% | +672.3% |
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