+125.6%
DAL vs BLK
+323.7%
-198.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | 0.0% |
| 7D | +10.7% | +5.2% | +5.5% | +6.9% |
| 30D | +12.5% | +12.9% | -0.4% | +3.2% |
| 3M | +3.6% | +8.6% | -4.9% | -2.3% |
| 6M | +26.7% | +13.9% | +12.9% | +14.8% |
| YTD | +34.3% | +16.1% | +18.2% | +19.7% |
| 1Y | +59.1% | +15.3% | +43.8% | +42.6% |
| 3Y | +179.9% | +96.5% | +83.4% | +74.2% |
| 5Y | +119.1% | +43.8% | +75.3% | +64.9% |
| 10Y | +125.6% | +316.8% | -191.1% | -18.5% |
| All | +125.6% | +323.7% | -198.1% | -18.5% |
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