+392.2%
DAL vs BEN
+49.8%
+342.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.7% | -2.6% | -1.1% |
| 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% | +11.6% |
| YTD | +27.0% | +46.2% | -19.2% | -2.6% |
| 1Y | +52.5% | +52.3% | +0.2% | +13.5% |
| 3Y | +173.8% | +65.9% | +107.9% | +86.4% |
| 5Y | +104.5% | +20.6% | +84.0% | +69.9% |
| 10Y | +129.7% | +64.8% | +64.9% | +37.5% |
| All | +392.2% | +49.8% | +342.5% | +148.5% |
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