+118.4%
DAL vs BBWI
-67.2%
+185.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | +2.3% | -7.7% | +10.1% | +5.1% |
| 30D | +14.3% | +24.8% | -10.4% | +6.0% |
| 3M | +1.3% | +16.2% | -14.9% | -4.9% |
| 6M | +29.3% | +15.8% | +13.5% | +20.4% |
| YTD | +33.0% | +11.4% | +21.6% | +23.6% |
| 1Y | +59.8% | +3.2% | +56.6% | +49.8% |
| 3Y | +177.2% | -23.5% | +200.7% | +174.7% |
| 5Y | +118.4% | -67.4% | +185.8% | +217.7% |
| All | +118.4% | -67.2% | +185.5% | +217.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling