+1,591.4%
DAL vs SPXU
-100.0%
+1,691.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +1.8% |
| 7D | +8.8% | +7.6% | +1.2% | +13.1% |
| 30D | +5.4% | +17.5% | -12.1% | +14.3% |
| 3M | -4.9% | +14.7% | -19.6% | +2.5% |
| 6M | +19.8% | -0.1% | +19.9% | +23.3% |
| YTD | +27.0% | -19.8% | +46.8% | +21.4% |
| 1Y | +52.5% | -23.7% | +76.2% | +43.5% |
| 3Y | +173.8% | -79.5% | +253.3% | +70.9% |
| 5Y | +104.5% | -81.9% | +186.4% | +49.6% |
| 10Y | +129.7% | -99.5% | +229.2% | -42.1% |
| All | +1,591.4% | -100.0% | +1,691.4% | +26.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling