+351.3%
DAL vs SUI
+1,053.4%
-702.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.0% |
| 7D | +0.1% | -2.8% | +3.0% | +1.8% |
| 30D | -13.9% | -1.2% | -12.8% | -13.4% |
| 3M | +1.1% | -1.7% | +2.8% | +1.5% |
| 6M | +26.2% | -10.5% | +36.7% | +33.9% |
| YTD | +16.4% | -1.8% | +18.3% | +16.5% |
| 1Y | +33.9% | -4.1% | +37.9% | +35.3% |
| 3Y | +93.4% | +11.3% | +82.1% | +72.4% |
| 5Y | +106.4% | -32.1% | +138.5% | +143.7% |
| 10Y | +143.0% | +110.4% | +32.5% | +27.0% |
| All | +351.3% | +1,053.4% | -702.1% | -44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling