+122.8%
DAL vs BEN
+62.2%
+60.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.7% | -2.6% | -0.8% |
| 7D | +8.8% | +6.6% | +2.2% | +4.6% |
| 30D | +5.4% | +3.8% | +1.5% | +3.0% |
| 3M | -4.9% | +0.2% | -5.1% | -5.0% |
| 6M | +19.8% | +10.4% | +9.4% | +12.3% |
| YTD | +27.0% | +46.2% | -19.2% | -0.6% |
| 1Y | +52.5% | +52.3% | +0.2% | +16.2% |
| 3Y | +173.8% | +65.9% | +107.9% | +92.1% |
| 5Y | +104.5% | +20.6% | +84.0% | +71.6% |
| All | +122.8% | +62.2% | +60.6% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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