-37.6%
SMCI vs DAL
+57.1%
-94.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +7.2% | -12.9% | -10.7% |
| 7D | -17.3% | +11.1% | -28.4% | -24.1% |
| 30D | -31.5% | +7.7% | -39.2% | -35.5% |
| 3M | -6.6% | -3.5% | -3.1% | -4.8% |
| 6M | +6.0% | +31.3% | -25.3% | -12.3% |
| YTD | +1.1% | +30.0% | -28.8% | -17.5% |
| 1Y | -37.6% | +62.1% | -99.6% | -51.9% |
| All | -37.6% | +57.1% | -94.7% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 1y: compounded portfolio wealth divided by compounded DAL 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…
1y analysis · Full analysis span regression · 6 months rolling