+73.5%
BA vs DAL
+142.6%
-69.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.3% |
| 7D | +1.2% | +0.1% | +1.0% | +1.0% |
| 30D | -11.6% | -13.9% | +2.3% | -3.5% |
| 3M | -2.4% | +1.1% | -3.5% | -3.5% |
| 6M | -6.6% | +26.2% | -32.9% | -20.2% |
| YTD | -2.2% | +16.4% | -18.7% | -13.4% |
| 1Y | -8.0% | +33.9% | -41.9% | -26.4% |
| 3Y | -5.0% | +93.4% | -98.4% | -46.3% |
| 5Y | -2.7% | +106.4% | -109.1% | -50.1% |
| All | +73.5% | +142.6% | -69.1% | -21.1% |
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 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