+1,941.3%
DAL vs BTG
+400.0%
+1,541.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.2% | +0.1% | +5.1% |
| 7D | +10.0% | +19.1% | -9.0% | +9.4% |
| 30D | +12.0% | +8.2% | +3.8% | +11.7% |
| 3M | +0.8% | +13.3% | -12.5% | +0.3% |
| 6M | +26.2% | +8.1% | +18.1% | +25.6% |
| YTD | +33.7% | +27.5% | +6.2% | +32.3% |
| 1Y | +57.6% | +47.1% | +10.5% | +55.3% |
| 3Y | +183.5% | +105.8% | +77.7% | +176.1% |
| 5Y | +114.2% | +55.8% | +58.4% | +109.0% |
| 10Y | +128.1% | +161.8% | -33.7% | +122.2% |
| All | +1,941.3% | +400.0% | +1,541.3% | +1,893.8% |
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