-11.8%
BA vs DAL
+52.2%
-64.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | -0.1% |
| 7D | +1.1% | +8.8% | -7.7% | -1.5% |
| 30D | -7.9% | +5.4% | -13.3% | -9.5% |
| 3M | -25.3% | -4.9% | -20.4% | -24.2% |
| 6M | -24.6% | +19.8% | -44.4% | -28.4% |
| YTD | -20.1% | +27.0% | -47.1% | -25.4% |
| 1Y | -11.8% | +52.5% | -64.2% | -21.3% |
| All | -11.8% | +52.2% | -64.0% | -21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling