+113.0%
DAL vs BB
-14.0%
+127.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.0% | -2.2% | -4.5% |
| 7D | +1.4% | +9.0% | -7.6% | -0.7% |
| 30D | +9.1% | +7.7% | +1.4% | +6.6% |
| 3M | -3.5% | +4.0% | -7.5% | -5.5% |
| 6M | +23.4% | +46.6% | -23.2% | +7.1% |
| YTD | +26.0% | +140.6% | -114.6% | -5.7% |
| 1Y | +44.6% | +103.1% | -58.5% | +12.9% |
| 3Y | +162.7% | +150.5% | +12.2% | +79.6% |
| 5Y | +113.0% | -15.4% | +128.4% | +131.2% |
| All | +113.0% | -14.0% | +127.0% | +131.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling