+251.7%
BAC vs DAL
+136.2%
+115.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.3% | -3.0% | +0.2% |
| 7D | +2.0% | +10.0% | -8.1% | -1.9% |
| 30D | -6.9% | +12.0% | -19.0% | -11.3% |
| 3M | -19.6% | +0.8% | -20.4% | -20.2% |
| 6M | -0.5% | +26.2% | -26.6% | -10.7% |
| YTD | -6.6% | +33.7% | -40.3% | -19.0% |
| 1Y | -3.0% | +57.6% | -60.5% | -21.6% |
| 3Y | +97.3% | +183.5% | -86.2% | +16.1% |
| 5Y | +21.9% | +114.2% | -92.3% | -22.3% |
| 10Y | +251.7% | +128.1% | +123.5% | +98.0% |
| All | +251.7% | +136.2% | +115.4% | +98.0% |
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