+62.1%
DAL vs SIMO
+94.5%
-32.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -9.6% | +16.7% | +7.5% |
| 7D | +11.1% | -16.9% | +27.9% | +11.9% |
| 30D | +7.7% | -35.4% | +43.1% | +9.8% |
| 3M | -3.5% | -31.9% | +28.3% | -2.2% |
| 6M | +31.3% | -19.3% | +50.6% | +31.3% |
| YTD | +30.0% | +98.5% | -68.5% | +15.3% |
| 1Y | +62.1% | +100.5% | -38.4% | +42.7% |
| All | +62.1% | +94.5% | -32.4% | +42.7% |
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