+351.3%
DAL vs BEN
+52.7%
+298.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.5% | -1.7% | -0.6% |
| 7D | +0.1% | +0.2% | -0.1% | -0.1% |
| 30D | -13.9% | -0.5% | -13.4% | -13.6% |
| 3M | +1.1% | +9.7% | -8.6% | -5.3% |
| 6M | +26.2% | +33.9% | -7.7% | +2.6% |
| YTD | +16.4% | +49.0% | -32.6% | -12.0% |
| 1Y | +33.9% | +42.1% | -8.3% | +4.1% |
| 3Y | +93.4% | +51.9% | +41.5% | +39.8% |
| 5Y | +106.4% | +39.0% | +67.3% | +53.0% |
| 10Y | +143.0% | +57.9% | +85.1% | +49.6% |
| All | +351.3% | +52.7% | +298.6% | +124.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling