+173.8%
DAL vs BNS
+141.7%
+32.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.2% | +2.2% |
| 7D | +8.8% | -2.2% | +11.0% | +11.0% |
| 30D | +5.4% | +5.1% | +0.3% | +1.3% |
| 3M | -4.9% | +4.7% | -9.7% | -8.6% |
| 6M | +19.8% | +19.0% | +0.8% | +2.8% |
| YTD | +27.0% | +28.2% | -1.2% | +2.1% |
| 1Y | +52.5% | +43.4% | +9.1% | +11.4% |
| 3Y | +173.8% | +143.1% | +30.8% | +38.4% |
| All | +173.8% | +141.7% | +32.1% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling