+323.9%
TMO vs DAL
+136.7%
+187.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -2.5% | -0.6% | -1.8% | -2.4% |
| 30D | -0.3% | -13.5% | +13.2% | +1.9% |
| 3M | +25.3% | +2.6% | +22.7% | +24.5% |
| 6M | +20.9% | +32.7% | -11.8% | +15.2% |
| YTD | +4.3% | +13.6% | -9.3% | +1.6% |
| 1Y | +27.0% | +28.8% | -1.8% | +21.1% |
| 3Y | +17.5% | +98.2% | -80.6% | +3.4% |
| 5Y | +6.9% | +105.9% | -99.0% | -7.6% |
| All | +323.9% | +136.7% | +187.3% | +243.5% |
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