+238.5%
TER vs DAL
+95.1%
+143.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +4.4% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | -8.3% | -13.9% | +5.7% | +0.6% |
| 3M | -12.2% | +1.1% | -13.3% | -12.7% |
| 6M | +17.1% | +26.2% | -9.2% | +2.2% |
| YTD | +84.7% | +16.4% | +68.2% | +67.8% |
| 1Y | +199.9% | +33.9% | +166.1% | +151.1% |
| All | +238.5% | +95.1% | +143.4% | +95.9% |
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 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