+33.9%
DAL vs SIMO
+226.2%
-192.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.7% | -6.9% | +1.2% |
| 7D | +0.1% | +4.2% | -4.1% | -0.2% |
| 30D | -13.9% | +4.1% | -18.0% | -14.3% |
| 3M | +1.1% | -12.9% | +14.0% | +1.0% |
| 6M | +26.2% | +110.3% | -84.1% | +15.0% |
| YTD | +16.4% | +178.6% | -162.1% | -2.0% |
| 1Y | +33.9% | +220.0% | -186.1% | +12.0% |
| All | +33.9% | +226.2% | -192.4% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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