+295.4%
TRV vs DAL
+126.9%
+168.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +0.2% | +0.8% | -0.6% | 0.0% |
| 30D | -2.3% | -11.7% | +9.4% | +0.2% |
| 3M | +22.7% | -2.7% | +25.4% | +22.9% |
| 6M | +21.9% | +30.7% | -8.7% | +13.9% |
| YTD | +27.5% | +14.4% | +13.1% | +22.1% |
| 1Y | +36.2% | +31.2% | +5.0% | +25.8% |
| 3Y | +140.6% | +99.4% | +41.2% | +91.8% |
| 5Y | +154.5% | +98.6% | +56.0% | +95.4% |
| 10Y | +295.4% | +135.0% | +160.4% | +180.5% |
| All | +295.4% | +126.9% | +168.5% | +180.5% |
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