+128.1%
DAL vs BBWI
-41.3%
+169.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.9% | +3.4% | +4.7% |
| 7D | +10.0% | -6.2% | +16.2% | +12.4% |
| 30D | +12.0% | +25.5% | -13.5% | +3.9% |
| 3M | +0.8% | +8.0% | -7.2% | -2.9% |
| 6M | +26.2% | +12.7% | +13.5% | +18.9% |
| YTD | +33.7% | +11.6% | +22.1% | +24.5% |
| 1Y | +57.6% | -0.9% | +58.5% | +49.9% |
| 3Y | +183.5% | -22.7% | +206.2% | +180.6% |
| 5Y | +114.2% | -67.2% | +181.3% | +166.9% |
| 10Y | +128.1% | -43.7% | +171.8% | +77.4% |
| All | +128.1% | -41.3% | +169.4% | +77.4% |
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