+173.8%
DAL vs SN
+397.9%
-224.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.7% | -0.5% | +0.9% |
| 7D | +8.8% | +7.2% | +1.6% | +5.5% |
| 30D | +5.4% | +20.4% | -15.0% | -3.1% |
| 3M | -4.9% | +23.9% | -28.8% | -14.2% |
| 6M | +19.8% | +93.0% | -73.2% | -12.8% |
| YTD | +27.0% | +99.2% | -72.2% | -9.9% |
| 1Y | +52.5% | +142.6% | -90.1% | -1.4% |
| 3Y | +173.8% | +398.8% | -224.9% | +48.5% |
| All | +173.8% | +397.9% | -224.1% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 3y: compounded portfolio wealth divided by compounded SN 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…
3y analysis · Full analysis span regression · 6 months rolling