+1,032.5%
TRV vs DAL
+368.9%
+663.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -2.4% |
| 7D | -0.3% | +8.8% | -9.1% | -2.0% |
| 30D | +9.6% | +5.4% | +4.2% | +8.3% |
| 3M | +2.7% | -4.9% | +7.7% | +3.6% |
| 6M | +32.0% | +19.8% | +12.2% | +26.2% |
| YTD | +37.8% | +27.0% | +10.8% | +29.1% |
| 1Y | +45.2% | +52.5% | -7.2% | +30.7% |
| 3Y | +145.3% | +173.8% | -28.6% | +86.7% |
| 5Y | +172.3% | +104.5% | +67.8% | +114.6% |
| 10Y | +367.3% | +129.7% | +237.6% | +236.2% |
| All | +1,032.5% | +368.9% | +663.5% | +399.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling