+62.1%
DAL vs BAX
+46.0%
+16.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.0% | +3.2% | +5.8% |
| 7D | +11.1% | +4.1% | +7.0% | +9.3% |
| 30D | +7.7% | +9.4% | -1.7% | +4.1% |
| 3M | -3.5% | -6.5% | +3.0% | -1.5% |
| 6M | +31.3% | +59.6% | -28.3% | +10.0% |
| YTD | +30.0% | +38.9% | -8.9% | +9.1% |
| 1Y | +62.1% | +48.0% | +14.1% | +29.8% |
| All | +62.1% | +46.0% | +16.0% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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