+106.0%
DAL vs BNY
+256.6%
-150.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -0.3% | -1.3% | +1.0% | +0.7% |
| 30D | -11.1% | -0.2% | -11.0% | -11.0% |
| 3M | -2.1% | +14.9% | -17.0% | -12.7% |
| 6M | +35.8% | +40.0% | -4.2% | +3.9% |
| YTD | +16.0% | +42.0% | -25.9% | -12.3% |
| 1Y | +33.7% | +56.9% | -23.2% | -6.4% |
| 3Y | +102.3% | +289.9% | -187.6% | -26.6% |
| All | +106.0% | +256.6% | -150.5% | -20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling