-23.1%
BA vs DAL
+103.7%
-126.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.3% | +1.8% | -0.6% |
| 7D | -0.1% | +4.6% | -4.6% | -2.2% |
| 30D | -9.1% | +2.3% | -11.4% | -10.5% |
| 3M | -28.2% | -8.1% | -20.1% | -25.8% |
| 6M | -23.1% | +21.4% | -44.5% | -30.4% |
| YTD | -20.6% | +24.3% | -44.9% | -29.8% |
| 1Y | -12.7% | +47.4% | -60.1% | -29.2% |
| 3Y | -11.6% | +164.6% | -176.2% | -53.1% |
| 5Y | -23.1% | +100.2% | -123.4% | -53.1% |
| All | -23.1% | +103.7% | -126.8% | -53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling