+126.4%
DAL vs SYY
+94.9%
+31.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.3% |
| 7D | +3.4% | -2.8% | +6.1% | +5.3% |
| 30D | -13.6% | -5.3% | -8.3% | -10.4% |
| 3M | +1.2% | +5.1% | -3.9% | -2.4% |
| 6M | +34.5% | -5.0% | +39.5% | +36.8% |
| YTD | +14.7% | +10.7% | +4.0% | +3.7% |
| 1Y | +29.2% | +0.7% | +28.6% | +24.5% |
| 3Y | +100.0% | +24.0% | +75.9% | +62.1% |
| 5Y | +106.3% | +19.3% | +87.0% | +73.5% |
| 10Y | +126.4% | +96.4% | +30.0% | +46.6% |
| All | +126.4% | +94.9% | +31.5% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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