+392.2%
DAL vs SU
+178.9%
+213.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.6% | +2.3% |
| 7D | +8.8% | -13.4% | +22.2% | +13.3% |
| 30D | +5.4% | +0.9% | +4.5% | +4.5% |
| 3M | -4.9% | +12.8% | -17.7% | -9.2% |
| 6M | +19.8% | +8.3% | +11.6% | +14.7% |
| YTD | +27.0% | +58.2% | -31.2% | +6.6% |
| 1Y | +52.5% | +67.1% | -14.7% | +25.6% |
| 3Y | +173.8% | +125.6% | +48.2% | +101.8% |
| 5Y | +104.5% | +213.6% | -109.1% | +30.7% |
| 10Y | +129.7% | +234.7% | -105.0% | +33.5% |
| All | +392.2% | +178.9% | +213.4% | +62.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling