+30.9%
BMY vs DAL
+110.1%
-79.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.8% |
| 7D | +2.1% | -1.1% | +3.2% | +2.2% |
| 30D | +7.0% | +12.8% | -5.8% | +5.7% |
| 3M | -0.9% | -5.3% | +4.4% | -0.5% |
| 6M | +14.9% | +22.4% | -7.4% | +12.4% |
| YTD | +22.8% | +25.6% | -2.8% | +19.5% |
| 1Y | +36.2% | +45.5% | -9.3% | +30.8% |
| 3Y | +45.7% | +161.0% | -115.3% | +32.1% |
| All | +30.9% | +110.1% | -79.3% | +19.3% |
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