+105.8%
DAL vs SPXS
-86.0%
+191.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +2.4% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | -13.9% | +0.8% | -14.8% | -13.4% |
| 3M | +1.1% | -4.7% | +5.8% | +0.1% |
| 6M | +26.2% | -29.6% | +55.9% | +10.2% |
| YTD | +16.4% | -29.8% | +46.2% | +2.5% |
| 1Y | +33.9% | -38.9% | +72.8% | +11.8% |
| 3Y | +93.4% | -79.6% | +173.0% | +16.0% |
| All | +105.8% | -86.0% | +191.8% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling