+145.3%
TRV vs DAL
+168.1%
-22.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -2.1% |
| 7D | -0.3% | +8.8% | -9.1% | -1.0% |
| 30D | +9.6% | +5.4% | +4.2% | +9.1% |
| 3M | +2.7% | -4.9% | +7.7% | +3.0% |
| 6M | +32.0% | +19.8% | +12.2% | +29.7% |
| YTD | +37.8% | +27.0% | +10.8% | +34.3% |
| 1Y | +45.2% | +52.5% | -7.2% | +39.0% |
| 3Y | +145.3% | +173.8% | -28.6% | +139.3% |
| All | +145.3% | +168.1% | -22.8% | +139.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling