+59.1%
DAL vs BN
-7.9%
+67.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +1.5% |
| 7D | +10.7% | +4.3% | +6.4% | +7.3% |
| 30D | +12.5% | +14.3% | -1.8% | +1.7% |
| 3M | +3.6% | -4.1% | +7.7% | +6.7% |
| 6M | +26.7% | -9.7% | +36.4% | +36.1% |
| YTD | +34.3% | -7.1% | +41.4% | +39.2% |
| 1Y | +59.1% | -7.4% | +66.6% | +65.1% |
| All | +59.1% | -7.9% | +67.0% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling