+911.5%
BE vs DAL
+68.6%
+842.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.8% | +5.5% | +6.3% |
| 7D | +20.0% | +0.1% | +19.8% | +19.9% |
| 30D | +7.9% | -13.9% | +21.8% | +17.8% |
| 3M | -13.2% | +1.1% | -14.3% | -13.7% |
| 6M | +53.5% | +26.2% | +27.2% | +35.1% |
| YTD | +191.0% | +16.4% | +174.6% | +165.3% |
| 1Y | +360.5% | +33.9% | +326.7% | +288.3% |
| 3Y | +1,568.0% | +93.4% | +1,474.6% | +940.8% |
| 5Y | +1,055.2% | +106.4% | +948.8% | +584.9% |
| All | +911.5% | +68.6% | +842.8% | +702.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling