+97.9%
BAC vs DAL
+163.9%
-66.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.1% |
| 7D | +3.2% | -1.1% | +4.3% | +3.5% |
| 30D | -0.7% | +12.8% | -13.6% | -4.4% |
| 3M | -20.0% | -5.3% | -14.7% | -19.0% |
| 6M | +3.4% | +22.4% | -18.9% | -3.7% |
| YTD | -5.7% | +25.6% | -31.4% | -13.4% |
| 1Y | -1.4% | +45.5% | -46.9% | -13.6% |
| 3Y | +97.9% | +161.0% | -63.0% | +31.7% |
| All | +97.9% | +163.9% | -66.0% | +31.7% |
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