+351.3%
DAL vs BR
+1,175.7%
-824.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +3.8% |
| 7D | +0.1% | -5.3% | +5.4% | +3.3% |
| 30D | -13.9% | +6.4% | -20.4% | -17.5% |
| 3M | +1.1% | +13.6% | -12.6% | -7.6% |
| 6M | +26.2% | -6.7% | +32.9% | +28.5% |
| YTD | +16.4% | -21.1% | +37.5% | +30.4% |
| 1Y | +33.9% | -29.6% | +63.4% | +60.6% |
| 3Y | +93.4% | -2.4% | +95.8% | +87.0% |
| 5Y | +106.4% | +11.2% | +95.1% | +78.9% |
| 10Y | +143.0% | +191.8% | -48.8% | +8.1% |
| All | +351.3% | +1,175.7% | -824.4% | -28.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling