+2,133.1%
TER vs DAL
+329.9%
+1,803.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +4.9% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | -8.3% | -13.9% | +5.7% | -3.4% |
| 3M | -12.2% | +1.1% | -13.3% | -12.4% |
| 6M | +17.1% | +26.2% | -9.2% | +8.9% |
| YTD | +84.7% | +16.4% | +68.2% | +76.0% |
| 1Y | +199.9% | +33.9% | +166.1% | +173.1% |
| 3Y | +232.8% | +93.4% | +139.4% | +165.4% |
| 5Y | +198.6% | +106.4% | +92.2% | +129.4% |
| 10Y | +1,669.7% | +143.0% | +1,526.8% | +1,094.0% |
| All | +2,133.1% | +329.9% | +1,803.2% | +852.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling