+950.2%
SMCI vs DAL
+108.8%
+841.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -5.2% | -6.1% | -9.2% |
| 7D | -0.3% | +1.4% | -1.7% | -0.8% |
| 30D | -30.9% | +9.1% | -40.0% | -33.4% |
| 3M | -28.2% | -3.5% | -24.7% | -27.2% |
| 6M | -17.7% | +23.4% | -41.1% | -23.9% |
| YTD | -7.8% | +26.0% | -33.8% | -15.2% |
| 1Y | -28.8% | +44.6% | -73.4% | -37.8% |
| 3Y | +1.5% | +162.7% | -161.3% | -32.8% |
| 5Y | +517.8% | +113.0% | +404.8% | +331.3% |
| All | +950.2% | +108.8% | +841.4% | +599.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling