+145.5%
TER vs DAL
+162.4%
-16.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -4.3% | -10.9% | -12.6% |
| 7D | -28.2% | +4.6% | -32.7% | -30.3% |
| 30D | -50.6% | +2.3% | -52.9% | -51.4% |
| 3M | -45.3% | -8.1% | -37.2% | -42.7% |
| 6M | -40.4% | +21.4% | -61.8% | -47.3% |
| YTD | +10.0% | +24.3% | -14.3% | -4.4% |
| 1Y | +13.6% | +47.4% | -33.7% | -10.5% |
| All | +145.5% | +162.4% | -16.9% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling