+160.1%
BA vs DAL
+379.9%
-219.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +7.2% | -5.0% | -0.3% |
| 7D | +5.9% | +11.1% | -5.2% | +2.2% |
| 30D | -8.2% | +7.7% | -15.9% | -10.7% |
| 3M | -25.4% | -3.5% | -21.8% | -24.8% |
| 6M | -20.0% | +31.3% | -51.3% | -27.5% |
| YTD | -18.5% | +30.0% | -48.4% | -26.5% |
| 1Y | -10.6% | +62.1% | -72.7% | -25.4% |
| 3Y | -9.3% | +176.6% | -185.9% | -39.0% |
| 5Y | -16.9% | +126.2% | -143.1% | -40.7% |
| 10Y | +37.9% | +135.1% | -97.2% | -2.6% |
| All | +160.1% | +379.9% | -219.8% | +24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling