+1,643.5%
SMCI vs DAL
+136.7%
+1,506.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -3.7% |
| 7D | -1.3% | -0.6% | -0.6% | -1.0% |
| 30D | +18.3% | -13.5% | +31.8% | +25.4% |
| 3M | +27.7% | +2.6% | +25.1% | +26.2% |
| 6M | +17.6% | +32.7% | -15.1% | +6.7% |
| YTD | +27.7% | +13.6% | +14.1% | +22.5% |
| 1Y | -14.9% | +28.8% | -43.7% | -22.5% |
| 3Y | +33.2% | +98.2% | -65.0% | -1.9% |
| 5Y | +921.6% | +105.9% | +815.7% | +624.0% |
| All | +1,643.5% | +136.7% | +1,506.8% | +1,009.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling