+31.1%
BA vs DAL
+122.2%
-91.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.3% | +1.8% | +0.1% |
| 7D | -0.1% | +4.6% | -4.6% | -2.9% |
| 30D | -9.1% | +2.3% | -11.4% | -11.0% |
| 3M | -28.2% | -8.1% | -20.1% | -25.2% |
| 6M | -23.1% | +21.4% | -44.5% | -32.8% |
| YTD | -20.6% | +24.3% | -44.9% | -33.0% |
| 1Y | -12.7% | +47.4% | -60.1% | -34.2% |
| 3Y | -11.6% | +164.6% | -176.2% | -59.8% |
| 5Y | -23.1% | +100.2% | -123.4% | -59.6% |
| All | +31.1% | +122.2% | -91.1% | -38.0% |
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