+44.6%
DAL vs SIMO
+92.3%
-47.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.3% | -3.0% | -5.1% |
| 7D | +1.4% | +14.9% | -13.5% | +0.7% |
| 30D | +9.1% | -27.0% | +36.1% | +10.4% |
| 3M | -3.5% | -25.4% | +21.9% | -2.6% |
| 6M | +23.4% | -30.3% | +53.6% | +24.1% |
| YTD | +26.0% | +95.8% | -69.7% | +13.4% |
| 1Y | +44.6% | +100.0% | -55.4% | +28.6% |
| All | +44.6% | +92.3% | -47.6% | +28.6% |
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 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