+122.8%
DAL vs SUI
+115.7%
+7.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.8% |
| 7D | +8.8% | +6.2% | +2.6% | +6.1% |
| 30D | +5.4% | +8.6% | -3.2% | +1.5% |
| 3M | -4.9% | +1.0% | -5.9% | -5.6% |
| 6M | +19.8% | -2.6% | +22.4% | +20.4% |
| YTD | +27.0% | -0.1% | +27.1% | +25.9% |
| 1Y | +52.5% | +0.5% | +52.0% | +50.7% |
| 3Y | +173.8% | +15.3% | +158.6% | +148.3% |
| 5Y | +104.5% | -26.1% | +130.7% | +125.9% |
| All | +122.8% | +115.7% | +7.1% | +95.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling