+491.3%
BE vs DAL
+106.7%
+384.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.2% | +1.6% | -0.3% |
| 7D | +20.5% | +1.4% | +19.1% | +19.7% |
| 30D | -23.4% | +9.1% | -32.4% | -27.3% |
| 3M | -14.9% | -3.5% | -11.4% | -12.5% |
| 6M | -28.1% | +23.4% | -51.4% | -36.5% |
| YTD | +132.4% | +26.0% | +106.4% | +101.1% |
| 1Y | +59.4% | +44.6% | +14.7% | +26.9% |
| 3Y | +1,815.8% | +162.7% | +1,653.1% | +778.1% |
| 5Y | +491.3% | +113.0% | +378.3% | +202.4% |
| All | +491.3% | +106.7% | +384.6% | +202.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling