+114.2%
DAL vs BN
+35.4%
+78.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.8% | +1.4% | +2.4% |
| 7D | +10.0% | +3.6% | +6.4% | +7.3% |
| 30D | +12.0% | +15.9% | -3.8% | +0.7% |
| 3M | +0.8% | -2.3% | +3.1% | +2.6% |
| 6M | +26.2% | -8.4% | +34.6% | +34.3% |
| YTD | +33.7% | -5.9% | +39.6% | +39.0% |
| 1Y | +57.6% | -5.6% | +63.2% | +63.2% |
| 3Y | +183.5% | +104.2% | +79.3% | +69.7% |
| 5Y | +114.2% | +35.5% | +78.7% | +72.0% |
| All | +114.2% | +35.4% | +78.8% | +72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling