+125.6%
DAL vs BNS
+183.7%
-58.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +1.2% |
| 7D | +10.7% | -1.1% | +11.8% | +12.1% |
| 30D | +12.5% | +4.7% | +7.8% | +7.6% |
| 3M | +3.6% | +5.5% | -1.9% | -2.1% |
| 6M | +26.7% | +21.7% | +5.1% | +3.4% |
| YTD | +34.3% | +29.5% | +4.8% | +2.8% |
| 1Y | +59.1% | +41.9% | +17.2% | +11.0% |
| 3Y | +179.9% | +148.5% | +31.4% | +9.0% |
| 5Y | +119.1% | +80.3% | +38.9% | +17.9% |
| 10Y | +125.6% | +184.7% | -59.1% | -22.7% |
| All | +125.6% | +183.7% | -58.1% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 10y: compounded portfolio wealth divided by compounded BNS 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…
10y analysis · Full analysis span regression · 6 months rolling