+351.3%
DAL vs BDX
+314.0%
+37.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.6% |
| 7D | +0.1% | -2.5% | +2.6% | +1.4% |
| 30D | -13.9% | +8.3% | -22.2% | -17.6% |
| 3M | +1.1% | +24.4% | -23.3% | -10.2% |
| 6M | +26.2% | +9.2% | +17.1% | +19.8% |
| YTD | +16.4% | +22.7% | -6.3% | +3.4% |
| 1Y | +33.9% | +25.9% | +8.0% | +16.9% |
| 3Y | +93.4% | -10.5% | +103.9% | +98.0% |
| 5Y | +106.4% | +1.9% | +104.4% | +92.2% |
| 10Y | +143.0% | +58.7% | +84.3% | +46.7% |
| All | +351.3% | +314.0% | +37.3% | +13.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling