+128.1%
DAL vs BEN
+70.4%
+57.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.3% | -1.1% | +1.2% |
| 7D | +10.0% | +12.2% | -2.2% | +2.3% |
| 30D | +12.0% | +12.1% | -0.1% | +4.3% |
| 3M | +0.8% | +7.3% | -6.5% | -3.6% |
| 6M | +26.2% | +17.9% | +8.3% | +13.3% |
| YTD | +33.7% | +55.4% | -21.7% | +0.3% |
| 1Y | +57.6% | +69.3% | -11.8% | +12.0% |
| 3Y | +183.5% | +82.8% | +100.6% | +86.0% |
| 5Y | +114.2% | +28.8% | +85.4% | +71.9% |
| 10Y | +128.1% | +53.9% | +74.2% | +42.7% |
| All | +128.1% | +70.4% | +57.7% | +42.7% |
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