+104.3%
DAL vs BDX
+95.1%
+9.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.7% |
| 7D | -1.1% | +2.9% | -4.0% | -2.0% |
| 30D | +12.8% | +15.4% | -2.6% | +7.7% |
| 3M | -5.3% | +20.5% | -25.8% | -11.0% |
| 6M | +22.4% | +53.2% | -30.8% | +6.1% |
| YTD | +25.6% | +45.7% | -20.1% | +10.4% |
| 1Y | +45.5% | +47.3% | -1.8% | +27.5% |
| 3Y | +161.0% | +25.1% | +135.9% | +137.7% |
| 5Y | +112.2% | +27.4% | +84.8% | +90.8% |
| All | +104.3% | +95.1% | +9.2% | +64.0% |
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