+161.0%
DAL vs SPMO
+124.5%
+36.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.2% | +1.1% |
| 7D | -1.1% | +6.3% | -7.4% | -6.5% |
| 30D | +12.8% | -8.9% | +21.7% | +22.0% |
| 3M | -5.3% | -13.2% | +7.9% | +7.2% |
| 6M | +22.4% | -9.3% | +31.6% | +28.7% |
| YTD | +25.6% | +11.6% | +14.1% | +4.0% |
| 1Y | +45.5% | +13.4% | +32.1% | +18.2% |
| 3Y | +161.0% | +122.9% | +38.1% | +14.5% |
| All | +161.0% | +124.5% | +36.4% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling