+381.8%
DAL vs BEN
+43.0%
+338.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.9% | +0.6% | -1.0% |
| 7D | +4.6% | -0.4% | +5.0% | +5.0% |
| 30D | +2.3% | -0.7% | +3.0% | +3.0% |
| 3M | -8.1% | -6.8% | -1.3% | -3.5% |
| 6M | +21.4% | +7.9% | +13.5% | +15.0% |
| YTD | +24.3% | +39.6% | -15.3% | -1.6% |
| 1Y | +47.4% | +48.5% | -1.1% | +11.6% |
| 3Y | +164.6% | +55.7% | +108.9% | +88.2% |
| 5Y | +100.2% | +15.1% | +85.1% | +71.8% |
| 10Y | +124.9% | +57.4% | +67.5% | +38.9% |
| All | +381.8% | +43.0% | +338.8% | +151.2% |
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 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