+105.8%
DAL vs BB
-30.6%
+136.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +0.1% | -5.6% | +5.8% | +1.5% |
| 30D | -13.9% | -11.8% | -2.1% | -11.5% |
| 3M | +1.1% | -25.5% | +26.6% | +6.5% |
| 6M | +26.2% | +121.3% | -95.0% | -2.2% |
| YTD | +16.4% | +103.2% | -86.7% | -7.7% |
| 1Y | +33.9% | +102.6% | -68.8% | +5.1% |
| 3Y | +93.4% | +37.5% | +55.9% | +58.3% |
| All | +105.8% | -30.6% | +136.4% | +95.6% |
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