-19.6%
BX vs DAL
+30.9%
-50.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.0% |
| 7D | -2.0% | +3.4% | -5.3% | -3.2% |
| 30D | -2.3% | -13.6% | +11.2% | +3.2% |
| 3M | +18.5% | +1.2% | +17.3% | +17.4% |
| 6M | +23.7% | +34.5% | -10.8% | +9.3% |
| YTD | -10.4% | +14.7% | -25.0% | -16.1% |
| 1Y | -19.6% | +29.2% | -48.8% | -27.4% |
| All | -19.6% | +30.9% | -50.4% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling