+26.2%
DAL vs SU
+22.1%
+4.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.4% |
| 7D | +0.1% | +3.6% | -3.4% | +2.2% |
| 30D | -13.9% | +7.9% | -21.8% | -10.0% |
| 3M | +1.1% | +3.5% | -2.4% | +4.1% |
| 6M | +26.2% | +19.0% | +7.3% | +27.8% |
| All | +26.2% | +22.1% | +4.2% | +27.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling