+111.4%
DAL vs SPXU
-83.3%
+194.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.6% | +0.2% |
| 7D | -1.1% | -7.6% | +6.5% | -4.5% |
| 30D | +12.8% | +5.3% | +7.5% | +17.1% |
| 3M | -5.3% | +9.6% | -14.9% | +0.8% |
| 6M | +22.4% | -4.5% | +26.9% | +23.6% |
| YTD | +25.6% | -25.9% | +51.5% | +15.2% |
| 1Y | +45.5% | -28.9% | +74.4% | +31.6% |
| 3Y | +161.0% | -80.5% | +241.4% | +54.0% |
| All | +111.4% | -83.3% | +194.7% | +45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling