+1,839.0%
DAL vs BTG
+375.3%
+1,463.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.5% | -0.3% | +2.1% |
| 7D | +8.8% | +17.4% | -8.6% | +8.2% |
| 30D | +5.4% | +8.0% | -2.6% | +5.1% |
| 3M | -4.9% | +32.5% | -37.4% | -5.9% |
| 6M | +19.8% | +21.6% | -1.7% | +18.9% |
| YTD | +27.0% | +21.2% | +5.8% | +25.8% |
| 1Y | +52.5% | +43.9% | +8.6% | +50.4% |
| 3Y | +173.8% | +78.6% | +95.3% | +167.6% |
| 5Y | +104.5% | +48.8% | +55.7% | +100.0% |
| 10Y | +129.7% | +136.8% | -7.1% | +124.1% |
| All | +1,839.0% | +375.3% | +1,463.7% | +1,796.9% |
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