+62.1%
DAL vs SUI
+1.6%
+60.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +5.2% | +2.0% | +5.8% |
| 7D | +11.1% | +10.0% | +1.0% | +8.7% |
| 30D | +7.7% | +8.4% | -0.7% | +5.3% |
| 3M | -3.5% | +0.7% | -4.2% | -4.0% |
| 6M | +31.3% | -0.9% | +32.2% | +30.4% |
| YTD | +30.0% | +0.6% | +29.3% | +29.7% |
| 1Y | +62.1% | +0.8% | +61.3% | +61.5% |
| All | +62.1% | +1.6% | +60.4% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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