+25.4%
TMO vs DAL
+57.1%
-31.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +7.2% | -6.0% | -0.3% |
| 7D | +0.3% | +11.1% | -10.8% | -1.9% |
| 30D | +4.3% | +7.7% | -3.4% | +2.7% |
| 3M | +25.1% | -3.5% | +28.7% | +26.0% |
| 6M | +52.9% | +31.3% | +21.6% | +42.2% |
| YTD | +22.2% | +30.0% | -7.8% | +13.0% |
| 1Y | +25.4% | +62.1% | -36.7% | +10.7% |
| All | +25.4% | +57.1% | -31.8% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling