+125.6%
DAL vs BB
+28.9%
+96.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | +10.7% | +11.6% | -0.9% | +8.4% |
| 30D | +12.5% | +2.6% | +9.9% | +11.6% |
| 3M | +3.6% | +3.5% | +0.1% | +2.0% |
| 6M | +26.7% | +43.5% | -16.8% | +14.5% |
| YTD | +34.3% | +141.2% | -106.9% | +8.3% |
| 1Y | +59.1% | +97.4% | -38.3% | +33.2% |
| 3Y | +179.9% | +151.1% | +28.8% | +112.7% |
| 5Y | +119.1% | -12.8% | +131.9% | +94.3% |
| 10Y | +125.6% | +27.5% | +98.2% | +41.2% |
| All | +125.6% | +28.9% | +96.7% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling