+135.0%
DAL vs BLK
+270.9%
-135.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.9% | +1.3% |
| 7D | +0.8% | -2.7% | +3.4% | +2.7% |
| 30D | -11.7% | -4.8% | -7.0% | -8.7% |
| 3M | -2.7% | +6.5% | -9.2% | -7.6% |
| 6M | +30.7% | +13.2% | +17.5% | +18.9% |
| YTD | +14.4% | +1.8% | +12.6% | +11.9% |
| 1Y | +31.2% | -1.0% | +32.2% | +30.9% |
| 3Y | +99.4% | +66.0% | +33.5% | +40.1% |
| 5Y | +98.6% | +31.2% | +67.3% | +59.5% |
| 10Y | +135.0% | +278.5% | -143.5% | -7.2% |
| All | +135.0% | +270.9% | -135.9% | -7.2% |
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