+114.2%
DAL vs BLK
+42.4%
+71.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.0% | +2.2% | +2.8% |
| 7D | +10.0% | +4.1% | +6.0% | +6.8% |
| 30D | +12.0% | +12.2% | -0.2% | +2.3% |
| 3M | +0.8% | +7.4% | -6.7% | -4.9% |
| 6M | +26.2% | +13.2% | +13.0% | +13.5% |
| YTD | +33.7% | +15.4% | +18.3% | +17.9% |
| 1Y | +57.6% | +14.6% | +42.9% | +39.7% |
| 3Y | +183.5% | +99.2% | +84.2% | +63.6% |
| 5Y | +114.2% | +41.9% | +72.3% | +60.6% |
| All | +114.2% | +42.4% | +71.7% | +60.6% |
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