+39.2%
BMY vs DAL
+52.2%
-13.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.7% | -2.0% |
| 7D | -0.5% | +8.8% | -9.3% | -2.0% |
| 30D | +4.1% | +5.4% | -1.3% | +3.0% |
| 3M | -2.1% | -4.9% | +2.8% | -1.7% |
| 6M | +12.2% | +19.8% | -7.6% | +8.4% |
| YTD | +20.3% | +27.0% | -6.7% | +14.3% |
| 1Y | +39.2% | +52.5% | -13.3% | +24.1% |
| All | +39.2% | +52.2% | -13.0% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling