+101.5%
DAL vs SPMO
+162.3%
-60.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +0.3% |
| 7D | +0.1% | +2.0% | -1.9% | -1.7% |
| 30D | -13.9% | -0.4% | -13.6% | -13.7% |
| 3M | +1.1% | -1.9% | +3.0% | +0.6% |
| 6M | +26.2% | +25.0% | +1.2% | -5.1% |
| YTD | +16.4% | +26.0% | -9.6% | -13.2% |
| 1Y | +33.9% | +28.7% | +5.2% | -2.6% |
| All | +101.5% | +162.3% | -60.8% | -27.9% |
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