+128.1%
DAL vs SIMO
+436.4%
-308.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.7% | -0.4% | +4.2% |
| 7D | +10.0% | -8.2% | +18.2% | +11.4% |
| 30D | +12.0% | -34.6% | +46.6% | +20.3% |
| 3M | +0.8% | -32.6% | +33.4% | +6.2% |
| 6M | +26.2% | -31.8% | +58.0% | +28.8% |
| YTD | +33.7% | +87.6% | -53.9% | +1.8% |
| 1Y | +57.6% | +86.7% | -29.1% | +19.9% |
| 3Y | +183.5% | +227.4% | -44.0% | +80.1% |
| 5Y | +114.2% | +173.0% | -58.8% | +36.2% |
| 10Y | +128.1% | +409.6% | -281.5% | +12.6% |
| All | +128.1% | +436.4% | -308.2% | +12.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling