+102.9%
DAL vs BAX
-63.7%
+166.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +2.0% |
| 7D | +8.8% | +12.1% | -3.3% | +4.8% |
| 30D | +5.4% | +7.6% | -2.2% | +2.6% |
| 3M | -4.9% | -4.5% | -0.5% | -3.8% |
| 6M | +19.8% | +52.0% | -32.2% | +3.3% |
| YTD | +27.0% | +35.1% | -8.2% | +12.4% |
| 1Y | +52.5% | +43.7% | +8.7% | +32.1% |
| 3Y | +173.8% | -20.9% | +194.8% | +181.4% |
| All | +102.9% | -63.7% | +166.6% | +161.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling