+387.2%
BE vs DAL
+101.3%
+285.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.2% | +1.3% | +2.1% |
| 7D | -14.7% | +8.8% | -23.5% | -19.3% |
| 30D | -40.5% | +5.4% | -45.9% | -42.3% |
| 3M | -24.3% | -4.9% | -19.4% | -21.7% |
| 6M | -39.3% | +19.8% | -59.2% | -45.6% |
| YTD | +99.4% | +27.0% | +72.4% | +71.6% |
| 1Y | +26.6% | +52.5% | -25.9% | -2.5% |
| 3Y | +1,616.9% | +173.8% | +1,443.1% | +659.8% |
| All | +387.2% | +101.3% | +285.9% | +152.0% |
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 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