+116.7%
DAL vs BTI
+117.4%
-0.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.5% | +5.6% | +3.6% |
| 7D | +8.8% | -1.0% | +9.8% | +9.3% |
| 30D | +5.4% | +13.0% | -7.6% | -0.1% |
| 3M | -4.9% | +5.3% | -10.3% | -7.3% |
| 6M | +19.8% | +5.3% | +14.5% | +15.9% |
| YTD | +27.0% | +12.4% | +14.6% | +18.6% |
| 1Y | +52.5% | +18.9% | +33.5% | +38.6% |
| 3Y | +173.8% | +144.0% | +29.8% | +69.6% |
| 5Y | +104.5% | +156.3% | -51.7% | +23.7% |
| All | +116.7% | +117.4% | -0.7% | +36.1% |
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