+183.5%
DAL vs SPMO
+122.4%
+61.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.4% | +0.9% | +1.3% |
| 7D | +10.0% | -1.9% | +12.0% | +11.8% |
| 30D | +12.0% | -14.1% | +26.1% | +28.2% |
| 3M | +0.8% | -13.1% | +13.9% | +13.9% |
| 6M | +26.2% | -9.4% | +35.6% | +32.4% |
| YTD | +33.7% | +9.5% | +24.2% | +12.8% |
| 1Y | +57.6% | +10.5% | +47.1% | +31.4% |
| 3Y | +183.5% | +124.4% | +59.1% | +25.3% |
| All | +183.5% | +122.4% | +61.1% | +25.3% |
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