+105.0%
DAL vs SO
+193.6%
-88.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.8% | -4.8% |
| 7D | +1.4% | -0.9% | +2.3% | +1.7% |
| 30D | +9.1% | +4.9% | +4.1% | +7.4% |
| 3M | -3.5% | +0.8% | -4.3% | -3.8% |
| 6M | +23.4% | +0.6% | +22.8% | +22.8% |
| YTD | +26.0% | +8.7% | +17.4% | +21.6% |
| 1Y | +44.6% | +4.0% | +40.7% | +41.6% |
| 3Y | +162.7% | +50.6% | +112.1% | +118.4% |
| 5Y | +113.0% | +77.5% | +35.5% | +62.4% |
| All | +105.0% | +193.6% | -88.6% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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