+217.6%
BAC vs DAL
+108.0%
+109.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.1% |
| 7D | +3.2% | -1.1% | +4.3% | +3.6% |
| 30D | -0.7% | +12.8% | -13.6% | -5.7% |
| 3M | -20.0% | -5.3% | -14.7% | -18.6% |
| 6M | +3.4% | +22.4% | -18.9% | -6.2% |
| YTD | -5.7% | +25.6% | -31.4% | -16.2% |
| 1Y | -1.4% | +45.5% | -46.9% | -17.7% |
| 3Y | +97.9% | +161.0% | -63.0% | +20.6% |
| 5Y | +22.9% | +112.2% | -89.3% | -21.5% |
| All | +217.6% | +108.0% | +109.6% | +87.8% |
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 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