+135.1%
BAC vs DAL
+95.1%
+40.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.6% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -0.4% | -13.9% | +13.5% | +4.1% |
| 3M | +16.9% | +1.1% | +15.8% | +15.9% |
| 6M | +26.6% | +26.2% | +0.4% | +16.3% |
| YTD | +15.8% | +16.4% | -0.6% | +8.9% |
| 1Y | +27.2% | +33.9% | -6.7% | +13.9% |
| All | +135.1% | +95.1% | +40.0% | +66.0% |
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 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