+392.2%
DAL vs SIRI
+42.5%
+349.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +2.5% |
| 7D | +8.8% | +12.6% | -3.8% | +6.3% |
| 30D | +5.4% | +25.9% | -20.5% | +0.7% |
| 3M | -4.9% | +10.3% | -15.2% | -6.9% |
| 6M | +19.8% | +24.8% | -4.9% | +14.4% |
| YTD | +27.0% | +68.6% | -41.6% | +13.6% |
| 1Y | +52.5% | +55.9% | -3.4% | +38.5% |
| 3Y | +173.8% | -22.3% | +196.2% | +175.4% |
| 5Y | +104.5% | -38.6% | +143.2% | +108.2% |
| 10Y | +129.7% | -0.6% | +130.3% | +117.9% |
| All | +392.2% | +42.5% | +349.7% | +398.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling