+635.8%
BX vs DAL
+108.0%
+527.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +0.6% | -1.1% | +1.7% | +1.0% |
| 30D | +14.2% | +12.8% | +1.4% | +8.7% |
| 3M | -18.7% | -5.3% | -13.5% | -17.0% |
| 6M | +2.5% | +22.4% | -19.9% | -6.3% |
| YTD | -18.8% | +25.6% | -44.4% | -27.0% |
| 1Y | -10.3% | +45.5% | -55.8% | -24.3% |
| 3Y | +35.4% | +161.0% | -125.6% | -13.4% |
| 5Y | +0.3% | +112.2% | -112.0% | -31.8% |
| All | +635.8% | +108.0% | +527.8% | +369.8% |
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 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