+106.3%
DAL vs BLK
+33.5%
+72.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | 0.0% |
| 7D | +3.4% | -2.4% | +5.8% | +5.3% |
| 30D | -13.6% | -3.1% | -10.4% | -11.5% |
| 3M | +1.2% | +10.7% | -9.5% | -7.2% |
| 6M | +34.5% | +15.9% | +18.6% | +18.9% |
| YTD | +14.7% | +4.0% | +10.7% | +10.0% |
| 1Y | +29.2% | +1.3% | +28.0% | +26.6% |
| 3Y | +100.0% | +69.6% | +30.4% | +33.2% |
| 5Y | +106.3% | +33.8% | +72.5% | +60.2% |
| All | +106.3% | +33.5% | +72.8% | +60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling