+135.0%
DAL vs SIRI
-14.2%
+149.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | +0.8% | -3.9% | +4.7% | +2.1% |
| 30D | -11.7% | -0.8% | -10.9% | -11.6% |
| 3M | -2.7% | +4.3% | -7.1% | -4.5% |
| 6M | +30.7% | +34.1% | -3.4% | +17.2% |
| YTD | +14.4% | +47.3% | -32.9% | -1.4% |
| 1Y | +31.2% | +22.9% | +8.3% | +19.9% |
| 3Y | +99.4% | -24.6% | +124.0% | +100.1% |
| 5Y | +98.6% | -43.2% | +141.7% | +106.4% |
| 10Y | +135.0% | -12.3% | +147.3% | +91.4% |
| All | +135.0% | -14.2% | +149.2% | +91.4% |
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