+45.5%
DAL vs BNY
+39.1%
+6.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.6% |
| 7D | -1.1% | +3.9% | -4.9% | -3.8% |
| 30D | +12.8% | +11.9% | +0.9% | +4.6% |
| 3M | -5.3% | -5.0% | -0.2% | -2.0% |
| 6M | +22.4% | +14.6% | +7.8% | +8.5% |
| YTD | +25.6% | +34.5% | -8.9% | -5.5% |
| 1Y | +45.5% | +40.6% | +4.9% | +2.4% |
| All | +45.5% | +39.1% | +6.4% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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