+29.2%
DAL vs BTG
+29.7%
-0.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.3% | -1.1% |
| 7D | +3.4% | +4.8% | -1.4% | +2.7% |
| 30D | -13.6% | +8.3% | -21.9% | -14.5% |
| 3M | +1.2% | +32.3% | -31.1% | -3.1% |
| 6M | +34.5% | +3.0% | +31.5% | +32.4% |
| YTD | +14.7% | +21.9% | -7.2% | +9.4% |
| 1Y | +29.2% | +28.2% | +1.1% | +15.3% |
| All | +29.2% | +29.7% | -0.4% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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