+59.8%
DAL vs SU
+62.8%
-3.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | 0.0% |
| 7D | +2.3% | -4.3% | +6.6% | -0.1% |
| 30D | +14.3% | -6.2% | +20.5% | +10.8% |
| 3M | +1.3% | +9.7% | -8.4% | +7.3% |
| 6M | +29.3% | +7.3% | +22.0% | +36.3% |
| YTD | +33.0% | +58.7% | -25.7% | +60.8% |
| 1Y | +59.8% | +59.7% | +0.1% | +94.7% |
| All | +59.8% | +62.8% | -3.0% | +94.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling