+111.4%
DAL vs SYY
+15.0%
+96.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -1.0% |
| 7D | -1.1% | +0.3% | -1.4% | -1.2% |
| 30D | +12.8% | -4.8% | +17.6% | +15.7% |
| 3M | -5.3% | -7.1% | +1.8% | -1.7% |
| 6M | +22.4% | +6.8% | +15.6% | +16.3% |
| YTD | +25.6% | +7.7% | +17.9% | +15.2% |
| 1Y | +45.5% | +5.7% | +39.8% | +35.0% |
| 3Y | +161.0% | +24.6% | +136.4% | +104.0% |
| All | +111.4% | +15.0% | +96.4% | +73.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling