+104.3%
DAL vs SU
+242.3%
-138.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.7% |
| 7D | -1.1% | +1.7% | -2.8% | -1.8% |
| 30D | +12.8% | -7.9% | +20.7% | +15.8% |
| 3M | -5.3% | +7.5% | -12.8% | -9.5% |
| 6M | +22.4% | +7.2% | +15.1% | +15.4% |
| YTD | +25.6% | +60.9% | -35.3% | -3.4% |
| 1Y | +45.5% | +63.6% | -18.1% | +10.9% |
| 3Y | +161.0% | +128.9% | +32.1% | +65.1% |
| 5Y | +112.2% | +228.3% | -116.0% | +2.7% |
| All | +104.3% | +242.3% | -138.0% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling