+29.2%
DAL vs SPXU
-38.3%
+67.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -0.6% |
| 7D | +3.4% | -1.5% | +4.8% | +2.6% |
| 30D | -13.6% | +3.7% | -17.3% | -11.6% |
| 3M | +1.2% | -9.6% | +10.8% | -3.0% |
| 6M | +34.5% | -32.4% | +66.9% | +11.3% |
| YTD | +14.7% | -28.7% | +43.4% | -1.1% |
| 1Y | +29.2% | -38.2% | +67.5% | +8.9% |
| All | +29.2% | -38.3% | +67.5% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling