+846.1%
BX vs DAL
+423.0%
+423.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -1.0% |
| 7D | +1.8% | +8.8% | -7.0% | -1.0% |
| 30D | +7.9% | +5.4% | +2.5% | +6.0% |
| 3M | -9.6% | -4.9% | -4.7% | -8.1% |
| 6M | -2.3% | +19.8% | -22.1% | -8.4% |
| YTD | -19.3% | +27.0% | -46.3% | -26.1% |
| 1Y | -13.2% | +52.5% | -65.7% | -25.4% |
| 3Y | +33.8% | +173.8% | -140.1% | -7.3% |
| 5Y | 0.0% | +104.5% | -104.5% | -24.5% |
| 10Y | +685.4% | +129.7% | +555.6% | +422.4% |
| All | +846.1% | +423.0% | +423.1% | +251.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling