-2.7%
SMCI vs DAL
+32.1%
-34.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.8% | +2.7% | +3.3% |
| 7D | +6.8% | +0.1% | +6.6% | +6.6% |
| 30D | +30.6% | -13.9% | +44.5% | +44.5% |
| 3M | -15.6% | +1.1% | -16.7% | -16.1% |
| 6M | +21.3% | +26.2% | -5.0% | +6.6% |
| YTD | +35.3% | +16.4% | +18.8% | +22.3% |
| 1Y | -2.7% | +33.9% | -36.6% | -15.2% |
| All | -2.7% | +32.1% | -34.9% | -15.2% |
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