+132.2%
DAL vs BTI
+67.9%
+64.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.3% |
| 7D | +0.1% | -1.4% | +1.5% | +0.7% |
| 30D | -13.9% | -6.6% | -7.3% | -11.4% |
| 3M | +1.1% | -3.0% | +4.1% | +1.8% |
| 6M | +26.2% | -6.7% | +32.9% | +28.7% |
| YTD | +16.4% | +0.6% | +15.9% | +14.3% |
| 1Y | +33.9% | +5.6% | +28.3% | +28.2% |
| 3Y | +93.4% | +110.3% | -16.9% | +28.4% |
| 5Y | +106.4% | +114.3% | -7.9% | +35.5% |
| All | +132.2% | +67.9% | +64.3% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling