+58.4%
DAL vs SPMO
+9.2%
+49.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.4% | +0.9% | +2.6% |
| 7D | +10.0% | -1.9% | +12.0% | +11.2% |
| 30D | +12.0% | -14.1% | +26.1% | +22.7% |
| 3M | +0.8% | -13.1% | +13.9% | +9.5% |
| 6M | +26.2% | -9.4% | +35.6% | +27.3% |
| YTD | +33.7% | +9.5% | +24.2% | +8.6% |
| All | +58.4% | +9.2% | +49.2% | +30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling