+386.6%
TMO vs DAL
+108.0%
+278.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.2% |
| 7D | +0.8% | -1.1% | +1.9% | +1.0% |
| 30D | +4.0% | +12.8% | -8.8% | +2.0% |
| 3M | +17.6% | -5.3% | +22.9% | +18.4% |
| 6M | +57.3% | +22.4% | +34.9% | +51.7% |
| YTD | +21.2% | +25.6% | -4.4% | +16.1% |
| 1Y | +21.1% | +45.5% | -24.4% | +13.4% |
| 3Y | +58.8% | +161.0% | -102.1% | +34.7% |
| 5Y | +11.8% | +112.2% | -100.4% | -4.2% |
| All | +386.6% | +108.0% | +278.6% | +322.9% |
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