+135.0%
DAL vs SPXS
-99.5%
+234.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | +0.4% |
| 7D | +0.8% | +1.2% | -0.5% | +1.4% |
| 30D | -11.7% | +5.2% | -16.9% | -9.5% |
| 3M | -2.7% | -9.2% | +6.4% | -5.6% |
| 6M | +30.7% | -29.6% | +60.3% | +15.1% |
| YTD | +14.4% | -27.6% | +42.0% | +3.1% |
| 1Y | +31.2% | -36.7% | +67.9% | +12.8% |
| 3Y | +99.4% | -79.8% | +179.3% | +22.7% |
| 5Y | +98.6% | -85.9% | +184.4% | +29.4% |
| 10Y | +135.0% | -99.5% | +234.5% | -45.0% |
| All | +135.0% | -99.5% | +234.5% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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