+104.3%
DAL vs SIRI
-7.4%
+111.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.5% |
| 7D | -1.1% | -1.7% | +0.6% | -0.5% |
| 30D | +12.8% | +21.1% | -8.3% | +5.8% |
| 3M | -5.3% | +14.7% | -20.0% | -9.8% |
| 6M | +22.4% | +22.9% | -0.6% | +13.5% |
| YTD | +25.6% | +65.7% | -40.1% | +3.9% |
| 1Y | +45.5% | +53.5% | -8.0% | +23.6% |
| 3Y | +161.0% | -23.0% | +184.0% | +165.2% |
| 5Y | +112.2% | -41.5% | +153.7% | +124.6% |
| All | +104.3% | -7.4% | +111.8% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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