+102.9%
DAL vs BEN
+19.4%
+83.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.7% | -2.6% | -1.0% |
| 7D | +8.8% | +6.6% | +2.2% | +4.2% |
| 30D | +5.4% | +3.8% | +1.5% | +2.8% |
| 3M | -4.9% | +0.2% | -5.1% | -5.0% |
| 6M | +19.8% | +10.4% | +9.4% | +11.7% |
| YTD | +27.0% | +46.2% | -19.2% | -2.5% |
| 1Y | +52.5% | +52.3% | +0.2% | +13.7% |
| 3Y | +173.8% | +65.9% | +107.9% | +84.2% |
| All | +102.9% | +19.4% | +83.5% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling