+62.1%
DAL vs BBWI
+2.4%
+59.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.1% | +3.0% | +6.3% |
| 7D | +11.1% | +8.8% | +2.3% | +9.2% |
| 30D | +7.7% | +34.8% | -27.1% | +1.6% |
| 3M | -3.5% | +12.9% | -16.5% | -5.9% |
| 6M | +31.3% | +29.6% | +1.7% | +23.6% |
| YTD | +30.0% | +20.8% | +9.2% | +25.7% |
| 1Y | +62.1% | +4.1% | +58.0% | +59.0% |
| All | +62.1% | +2.4% | +59.7% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling