+1,001.8%
TER vs DAL
+136.2%
+865.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +5.3% | +7.5% | +10.3% |
| 7D | -5.8% | +10.0% | -15.8% | -9.6% |
| 30D | -38.9% | +12.0% | -50.9% | -42.0% |
| 3M | -35.1% | +0.8% | -35.9% | -35.4% |
| 6M | -31.6% | +26.2% | -57.8% | -38.4% |
| YTD | +27.2% | +33.7% | -6.4% | +11.9% |
| 1Y | +35.2% | +57.6% | -22.4% | +10.9% |
| 3Y | +192.8% | +183.5% | +9.3% | +85.0% |
| 5Y | +72.4% | +114.2% | -41.8% | +18.1% |
| 10Y | +1,001.8% | +128.1% | +873.7% | +592.6% |
| All | +1,001.8% | +136.2% | +865.6% | +592.6% |
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