+1,677.7%
DAL vs BTG
+392.0%
+1,285.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +1.8% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | -13.9% | +36.8% | -50.8% | -14.8% |
| 3M | +1.1% | +23.1% | -22.0% | +0.3% |
| 6M | +26.2% | +3.5% | +22.8% | +25.8% |
| YTD | +16.4% | +25.5% | -9.1% | +15.3% |
| 1Y | +33.9% | +40.1% | -6.2% | +32.1% |
| 3Y | +93.4% | +101.1% | -7.7% | +88.6% |
| 5Y | +106.4% | +70.6% | +35.8% | +101.4% |
| 10Y | +143.0% | +152.1% | -9.2% | +136.8% |
| All | +1,677.7% | +392.0% | +1,285.7% | +1,638.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling