+1,709.5%
BE vs DAL
+163.9%
+1,545.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.7% |
| 7D | +10.8% | -1.1% | +11.9% | +11.6% |
| 30D | -19.8% | +12.8% | -32.6% | -24.4% |
| 3M | -18.7% | -5.3% | -13.4% | -16.2% |
| 6M | -33.7% | +22.4% | -56.1% | -39.3% |
| YTD | +121.0% | +25.6% | +95.3% | +99.1% |
| 1Y | +85.4% | +45.5% | +39.9% | +57.5% |
| 3Y | +1,709.5% | +161.0% | +1,548.6% | +792.7% |
| All | +1,709.5% | +163.9% | +1,545.6% | +792.7% |
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