+954.8%
TRV vs DAL
+329.9%
+624.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.7% |
| 7D | -0.1% | +0.1% | -0.3% | -0.2% |
| 30D | -3.4% | -13.9% | +10.5% | -0.4% |
| 3M | +26.4% | +1.1% | +25.3% | +25.6% |
| 6M | +19.3% | +26.2% | -6.9% | +12.5% |
| YTD | +28.3% | +16.4% | +11.9% | +22.7% |
| 1Y | +34.3% | +33.9% | +0.4% | +24.0% |
| 3Y | +140.1% | +93.4% | +46.8% | +97.2% |
| 5Y | +155.7% | +106.4% | +49.4% | +100.7% |
| 10Y | +285.5% | +143.0% | +142.6% | +174.5% |
| All | +954.8% | +329.9% | +624.9% | +374.5% |
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 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