+105.0%
DAL vs SPXU
-99.5%
+204.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.1% | -6.3% | -4.7% |
| 7D | +1.4% | -9.4% | +10.8% | -2.8% |
| 30D | +9.1% | +7.4% | +1.6% | +14.0% |
| 3M | -3.5% | +6.2% | -9.7% | +0.8% |
| 6M | +23.4% | -7.2% | +30.6% | +23.1% |
| YTD | +26.0% | -26.8% | +52.8% | +15.9% |
| 1Y | +44.6% | -26.3% | +70.9% | +34.1% |
| 3Y | +162.7% | -80.6% | +243.3% | +59.2% |
| 5Y | +113.0% | -83.6% | +196.6% | +48.7% |
| All | +105.0% | -99.5% | +204.5% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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