+62.1%
DAL vs SNY
+2.7%
+59.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.7% | +2.4% | +5.0% |
| 7D | +11.1% | +12.4% | -1.3% | +5.8% |
| 30D | +7.7% | +20.1% | -12.4% | -0.2% |
| 3M | -3.5% | +11.2% | -14.8% | -7.8% |
| 6M | +31.3% | +9.5% | +21.8% | +26.6% |
| YTD | +30.0% | +3.4% | +26.6% | +26.7% |
| 1Y | +62.1% | +2.0% | +60.1% | +58.6% |
| All | +62.1% | +2.7% | +59.3% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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