-4.6%
BA vs DAL
+95.1%
-99.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.2% |
| 7D | +1.2% | +0.1% | +1.0% | +1.1% |
| 30D | -11.6% | -13.9% | +2.3% | -7.0% |
| 3M | -2.4% | +1.1% | -3.5% | -2.8% |
| 6M | -6.6% | +26.2% | -32.9% | -14.0% |
| YTD | -2.2% | +16.4% | -18.7% | -8.1% |
| 1Y | -8.0% | +33.9% | -41.9% | -18.1% |
| All | -4.6% | +95.1% | -99.7% | -34.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling