+33.9%
DAL vs STT
+75.3%
-41.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +0.1% | +0.5% | -0.4% | -0.2% |
| 30D | -13.9% | +3.9% | -17.8% | -16.2% |
| 3M | +1.1% | +20.0% | -18.9% | -12.1% |
| 6M | +26.2% | +55.3% | -29.1% | -11.3% |
| YTD | +16.4% | +53.3% | -36.9% | -17.9% |
| 1Y | +33.9% | +74.7% | -40.8% | -14.4% |
| All | +33.9% | +75.3% | -41.5% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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