+52.6%
DAL vs SPXU
-26.6%
+79.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -3.1% |
| 7D | +2.3% | +1.5% | +0.8% | +4.0% |
| 30D | +14.3% | +6.4% | +8.0% | +19.9% |
| 3M | +1.3% | +4.2% | -3.0% | +5.7% |
| 6M | +29.3% | -7.8% | +37.1% | +27.2% |
| YTD | +33.0% | -27.5% | +60.5% | +16.8% |
| All | +52.6% | -26.6% | +79.2% | +35.8% |
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