+114.2%
DAL vs SE
-77.7%
+191.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.9% | +2.3% | +4.6% |
| 7D | +10.0% | +3.3% | +6.8% | +9.4% |
| 30D | +12.0% | -18.2% | +30.2% | +16.8% |
| 3M | +0.8% | -31.3% | +32.1% | +8.6% |
| 6M | +26.2% | -10.1% | +36.3% | +27.4% |
| YTD | +33.7% | -38.9% | +72.6% | +45.4% |
| 1Y | +57.6% | -48.0% | +105.6% | +77.0% |
| 3Y | +183.5% | +78.8% | +104.7% | +140.5% |
| 5Y | +114.2% | -77.1% | +191.3% | +151.3% |
| All | +114.2% | -77.7% | +191.8% | +151.3% |
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