+29.2%
DAL vs SRE
+8.0%
+21.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.6% |
| 7D | +3.4% | +1.4% | +1.9% | +3.3% |
| 30D | -13.6% | +1.9% | -15.4% | -13.8% |
| 3M | +1.2% | -3.3% | +4.5% | +1.5% |
| 6M | +34.5% | -6.4% | +40.9% | +35.6% |
| YTD | +14.7% | -1.8% | +16.5% | +15.3% |
| 1Y | +29.2% | +10.7% | +18.5% | +24.5% |
| All | +29.2% | +8.0% | +21.2% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SRE 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling