+126.4%
DAL vs BBY
+233.2%
-106.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.1% |
| 7D | +3.4% | +8.1% | -4.7% | -0.1% |
| 30D | -13.6% | +8.9% | -22.5% | -17.0% |
| 3M | +1.2% | +22.0% | -20.8% | -7.9% |
| 6M | +34.5% | +37.8% | -3.3% | +14.6% |
| YTD | +14.7% | +37.3% | -22.6% | -2.5% |
| 1Y | +29.2% | +21.6% | +7.7% | +15.5% |
| 3Y | +100.0% | +41.5% | +58.5% | +62.8% |
| 5Y | +106.3% | +1.2% | +105.1% | +85.4% |
| 10Y | +126.4% | +237.8% | -111.4% | +32.8% |
| All | +126.4% | +233.2% | -106.8% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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