+62.1%
DAL vs BWA
+17.4%
+44.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -2.5% | +9.7% | +7.7% |
| 7D | +11.1% | -9.9% | +21.0% | +13.6% |
| 30D | +7.7% | -16.4% | +24.1% | +12.1% |
| 3M | -3.5% | -19.8% | +16.3% | +1.1% |
| 6M | +31.3% | -10.0% | +41.3% | +33.5% |
| YTD | +30.0% | +12.7% | +17.2% | +16.8% |
| 1Y | +62.1% | +15.7% | +46.4% | +43.3% |
| All | +62.1% | +17.4% | +44.7% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling