+27.6%
BX vs DAL
+106.7%
-79.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -2.0% |
| 7D | -4.4% | +0.1% | -4.5% | -4.5% |
| 30D | +0.1% | -13.9% | +14.0% | +7.7% |
| 3M | +16.0% | +1.1% | +14.9% | +14.6% |
| 6M | +21.6% | +26.2% | -4.6% | +6.6% |
| YTD | -8.9% | +16.4% | -25.3% | -17.2% |
| 1Y | -16.6% | +33.9% | -50.5% | -30.1% |
| 3Y | +43.3% | +93.4% | -50.0% | -8.4% |
| All | +27.6% | +106.7% | -79.1% | -27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling