+593.0%
BE vs DAL
+83.9%
+509.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.2% | +1.3% | +2.2% |
| 7D | -14.7% | +8.8% | -23.5% | -19.0% |
| 30D | -40.5% | +5.4% | -45.9% | -42.2% |
| 3M | -24.3% | -4.9% | -19.4% | -21.8% |
| 6M | -39.3% | +19.8% | -59.2% | -45.3% |
| YTD | +99.4% | +27.0% | +72.4% | +73.4% |
| 1Y | +26.6% | +52.5% | -25.9% | -1.0% |
| 3Y | +1,616.9% | +173.8% | +1,443.1% | +766.7% |
| 5Y | +441.4% | +104.5% | +336.8% | +224.9% |
| All | +593.0% | +83.9% | +509.0% | +424.6% |
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