+101.6%
BSX vs DAL
+136.2%
-34.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.3% | -2.3% | +1.7% |
| 7D | -0.7% | +10.0% | -10.7% | -2.9% |
| 30D | +3.0% | +12.0% | -9.0% | +0.3% |
| 3M | -10.7% | +0.8% | -11.5% | -11.1% |
| 6M | -18.4% | +26.2% | -44.6% | -23.3% |
| YTD | -53.8% | +33.7% | -87.5% | -57.6% |
| 1Y | -56.0% | +57.6% | -113.6% | -61.3% |
| 3Y | -14.4% | +183.5% | -197.9% | -38.6% |
| 5Y | +2.9% | +114.2% | -111.3% | -22.7% |
| 10Y | +101.6% | +128.1% | -26.6% | +44.3% |
| All | +101.6% | +136.2% | -34.7% | +44.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling