+153.9%
TRV vs DAL
+102.5%
+51.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | +0.5% | +3.4% | -2.9% | +0.1% |
| 30D | -4.9% | -13.6% | +8.7% | -3.1% |
| 3M | +23.7% | +1.2% | +22.5% | +23.3% |
| 6M | +20.3% | +34.5% | -14.2% | +15.0% |
| YTD | +27.1% | +14.7% | +12.4% | +23.8% |
| 1Y | +35.3% | +29.2% | +6.1% | +29.4% |
| 3Y | +139.8% | +100.0% | +39.8% | +107.9% |
| 5Y | +153.9% | +106.3% | +47.5% | +111.1% |
| All | +153.9% | +102.5% | +51.4% | +111.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling