+105.8%
DAL vs SE
-68.6%
+174.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.0% |
| 7D | +0.1% | -6.1% | +6.2% | +1.5% |
| 30D | -13.9% | -2.5% | -11.5% | -13.8% |
| 3M | +1.1% | +21.7% | -20.6% | -3.6% |
| 6M | +26.2% | +27.0% | -0.8% | +18.6% |
| YTD | +16.4% | -12.1% | +28.6% | +17.5% |
| 1Y | +33.9% | -40.9% | +74.8% | +46.3% |
| 3Y | +93.4% | +191.0% | -97.6% | +49.2% |
| All | +105.8% | -68.6% | +174.5% | +93.2% |
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