+126.4%
DAL vs BDX
+53.5%
+72.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.5% | -0.5% |
| 7D | +3.4% | -4.3% | +7.7% | +4.8% |
| 30D | -13.6% | +1.3% | -14.8% | -14.0% |
| 3M | +1.2% | +20.2% | -19.0% | -4.9% |
| 6M | +34.5% | +8.6% | +25.9% | +30.4% |
| YTD | +14.7% | +19.0% | -4.3% | +7.8% |
| 1Y | +29.2% | +21.2% | +8.1% | +20.6% |
| 3Y | +100.0% | -9.7% | +109.7% | +101.4% |
| 5Y | +106.3% | -3.4% | +109.7% | +102.1% |
| 10Y | +126.4% | +53.9% | +72.5% | +97.0% |
| All | +126.4% | +53.5% | +72.8% | +97.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling