+392.2%
DAL vs SYY
+310.8%
+81.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | 0.0% | +0.6% |
| 7D | +8.8% | -7.3% | +16.1% | +14.5% |
| 30D | +5.4% | +0.1% | +5.3% | +4.7% |
| 3M | -4.9% | -8.2% | +3.3% | +0.4% |
| 6M | +19.8% | +6.3% | +13.6% | +12.9% |
| YTD | +27.0% | +7.3% | +19.7% | +15.4% |
| 1Y | +52.5% | +8.5% | +44.0% | +37.1% |
| 3Y | +173.8% | +24.9% | +148.9% | +114.3% |
| 5Y | +104.5% | +8.0% | +96.5% | +79.5% |
| 10Y | +129.7% | +107.2% | +22.5% | +10.1% |
| All | +392.2% | +310.8% | +81.5% | +10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling