+125.6%
DAL vs BBWI
-44.4%
+170.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +10.7% | -4.2% | +15.0% | +12.3% |
| 30D | +12.5% | +24.9% | -12.3% | +4.6% |
| 3M | +3.6% | +13.2% | -9.6% | -1.7% |
| 6M | +26.7% | +12.1% | +14.6% | +19.6% |
| YTD | +34.3% | +11.1% | +23.2% | +25.2% |
| 1Y | +59.1% | +0.7% | +58.4% | +50.5% |
| 3Y | +179.9% | -23.8% | +203.6% | +178.3% |
| 5Y | +119.1% | -66.9% | +186.1% | +172.5% |
| 10Y | +125.6% | -45.3% | +171.0% | +77.8% |
| All | +125.6% | -44.4% | +170.0% | +77.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling