+174.4%
BSX vs DAL
+395.8%
-221.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.5% |
| 7D | +2.8% | +10.7% | -8.0% | +0.6% |
| 30D | +4.6% | +12.5% | -7.9% | +2.1% |
| 3M | -11.4% | +3.6% | -15.1% | -12.2% |
| 6M | -17.1% | +26.7% | -43.8% | -21.6% |
| YTD | -53.1% | +34.3% | -87.4% | -56.5% |
| 1Y | -55.7% | +59.1% | -114.8% | -60.4% |
| 3Y | -13.3% | +179.9% | -193.2% | -33.4% |
| 5Y | +5.3% | +119.1% | -113.8% | -16.9% |
| 10Y | +104.3% | +125.6% | -21.3% | +50.5% |
| All | +174.4% | +395.8% | -221.4% | +34.8% |
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