+126.4%
DAL vs SPMO
+517.5%
-391.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -2.0% |
| 7D | +3.4% | +3.4% | 0.0% | +0.4% |
| 30D | -13.6% | +0.5% | -14.1% | -14.0% |
| 3M | +1.2% | +1.9% | -0.7% | -2.0% |
| 6M | +34.5% | +27.8% | +6.7% | +5.0% |
| YTD | +14.7% | +26.7% | -12.0% | -9.5% |
| 1Y | +29.2% | +28.9% | +0.4% | +0.4% |
| 3Y | +100.0% | +160.7% | -60.7% | -15.0% |
| 5Y | +106.3% | +150.2% | -43.9% | -8.8% |
| 10Y | +126.4% | +517.5% | -391.1% | -44.0% |
| All | +126.4% | +517.5% | -391.1% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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