+104.3%
DAL vs BLK
+318.4%
-214.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.7% |
| 7D | -1.1% | +3.7% | -4.8% | -3.6% |
| 30D | +12.8% | +13.9% | -1.0% | +3.0% |
| 3M | -5.3% | +3.9% | -9.2% | -7.9% |
| 6M | +22.4% | +13.0% | +9.4% | +11.5% |
| YTD | +25.6% | +16.1% | +9.5% | +11.9% |
| 1Y | +45.5% | +16.8% | +28.7% | +29.2% |
| 3Y | +161.0% | +97.7% | +63.3% | +61.8% |
| 5Y | +112.2% | +42.1% | +70.1% | +61.0% |
| All | +104.3% | +318.4% | -214.1% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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