+710.1%
BX vs DAL
+136.2%
+573.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.3% | -1.5% | +1.6% |
| 7D | +3.3% | +10.0% | -6.8% | -0.7% |
| 30D | +9.6% | +12.0% | -2.5% | +4.6% |
| 3M | -8.7% | +0.8% | -9.5% | -9.1% |
| 6M | +2.2% | +26.2% | -24.0% | -7.7% |
| YTD | -16.2% | +33.7% | -49.9% | -26.6% |
| 1Y | -11.5% | +57.6% | -69.1% | -27.8% |
| 3Y | +41.0% | +183.5% | -142.5% | -12.9% |
| 5Y | +1.1% | +114.2% | -113.1% | -31.8% |
| 10Y | +710.1% | +128.1% | +582.0% | +371.0% |
| All | +710.1% | +136.2% | +573.9% | +371.0% |
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