+121.4%
DAL vs SPXS
-99.5%
+220.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -2.7% |
| 7D | +2.3% | +1.5% | +0.9% | +3.7% |
| 30D | +14.3% | +6.3% | +8.0% | +18.9% |
| 3M | +1.3% | +4.2% | -2.9% | +4.9% |
| 6M | +29.3% | -7.9% | +37.2% | +28.5% |
| YTD | +33.0% | -27.5% | +60.5% | +21.7% |
| 1Y | +59.8% | -27.0% | +86.9% | +47.6% |
| 3Y | +177.2% | -80.5% | +257.7% | +68.8% |
| 5Y | +118.4% | -84.0% | +202.3% | +51.3% |
| 10Y | +121.4% | -99.5% | +220.9% | -51.1% |
| All | +121.4% | -99.5% | +220.9% | -51.1% |
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