+102.9%
DAL vs BN
+29.3%
+73.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.8% |
| 7D | +8.8% | +5.3% | +3.4% | +4.8% |
| 30D | +5.4% | +11.9% | -6.5% | -2.9% |
| 3M | -4.9% | -5.7% | +0.8% | -0.7% |
| 6M | +19.8% | -10.6% | +30.5% | +29.8% |
| YTD | +27.0% | -9.4% | +36.4% | +35.7% |
| 1Y | +52.5% | -8.8% | +61.2% | +61.9% |
| 3Y | +173.8% | +95.6% | +78.2% | +69.1% |
| All | +102.9% | +29.3% | +73.6% | +67.8% |
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