+105.8%
DAL vs BR
+11.2%
+94.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +3.2% |
| 7D | +0.1% | -5.3% | +5.4% | +2.4% |
| 30D | -13.9% | +6.4% | -20.4% | -16.5% |
| 3M | +1.1% | +13.6% | -12.6% | -5.2% |
| 6M | +26.2% | -6.7% | +32.9% | +29.3% |
| YTD | +16.4% | -21.1% | +37.5% | +30.2% |
| 1Y | +33.9% | -29.6% | +63.4% | +59.6% |
| 3Y | +93.4% | -2.4% | +95.8% | +90.6% |
| All | +105.8% | +11.2% | +94.7% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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