-11.5%
BX vs DAL
+44.9%
-56.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.2% | +2.4% | -0.5% |
| 7D | -1.1% | +1.4% | -2.5% | -1.7% |
| 30D | +8.8% | +9.1% | -0.3% | +4.8% |
| 3M | -18.3% | -3.5% | -14.8% | -17.4% |
| 6M | -1.5% | +23.4% | -24.9% | -10.2% |
| YTD | -19.9% | +26.0% | -46.0% | -27.9% |
| All | -11.5% | +44.9% | -56.4% | -23.5% |
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