+995.4%
TER vs DAL
+108.0%
+887.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.0% | -5.2% |
| 7D | +14.4% | -1.1% | +15.4% | +15.0% |
| 30D | -30.6% | +12.8% | -43.4% | -34.5% |
| 3M | -39.2% | -5.3% | -33.9% | -37.8% |
| 6M | -31.3% | +22.4% | -53.6% | -37.3% |
| YTD | +29.1% | +25.6% | +3.5% | +16.6% |
| 1Y | +47.4% | +45.5% | +1.9% | +25.1% |
| 3Y | +191.2% | +161.0% | +30.3% | +90.5% |
| 5Y | +74.0% | +112.2% | -38.2% | +20.3% |
| All | +995.4% | +108.0% | +887.4% | +631.9% |
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