+102.9%
DAL vs SE
-78.9%
+181.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.0% | +2.1% |
| 7D | +8.8% | +2.0% | +6.8% | +8.4% |
| 30D | +5.4% | -20.0% | +25.4% | +10.4% |
| 3M | -4.9% | -31.8% | +26.8% | +2.6% |
| 6M | +19.8% | -15.9% | +35.7% | +22.7% |
| YTD | +27.0% | -40.6% | +67.6% | +39.0% |
| 1Y | +52.5% | -50.7% | +103.1% | +73.2% |
| 3Y | +173.8% | +70.3% | +103.6% | +134.7% |
| All | +102.9% | -78.9% | +181.8% | +136.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 5y: compounded portfolio wealth divided by compounded SE 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…
5y analysis · Full analysis span regression · 6 months rolling