+173.8%
DAL vs BAX
-19.9%
+193.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +2.0% |
| 7D | +8.8% | +12.1% | -3.3% | +4.6% |
| 30D | +5.4% | +7.6% | -2.2% | +2.5% |
| 3M | -4.9% | -4.5% | -0.5% | -3.7% |
| 6M | +19.8% | +52.0% | -32.2% | +2.3% |
| YTD | +27.0% | +35.1% | -8.2% | +11.3% |
| 1Y | +52.5% | +43.7% | +8.7% | +30.6% |
| 3Y | +173.8% | -20.9% | +194.8% | +173.5% |
| All | +173.8% | -19.9% | +193.8% | +173.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling