+33.9%
DAL vs BDX
+27.3%
+6.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.3% |
| 7D | +0.1% | -2.5% | +2.6% | +0.9% |
| 30D | -13.9% | +8.3% | -22.2% | -16.3% |
| 3M | +1.1% | +24.4% | -23.3% | -6.5% |
| 6M | +26.2% | +9.2% | +17.1% | +22.0% |
| YTD | +16.4% | +22.7% | -6.3% | +8.2% |
| 1Y | +33.9% | +25.9% | +8.0% | +24.4% |
| All | +33.9% | +27.3% | +6.6% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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