+1,084.0%
SMCI vs DAL
+120.3%
+963.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.0% | +10.5% | +9.9% |
| 7D | +2.8% | +2.3% | +0.5% | +1.9% |
| 30D | -23.9% | +14.3% | -38.2% | -28.2% |
| 3M | -3.7% | +1.3% | -5.0% | -4.4% |
| 6M | -9.2% | +29.3% | -38.5% | -17.8% |
| YTD | +4.0% | +33.0% | -29.0% | -6.6% |
| 1Y | -21.6% | +59.8% | -81.5% | -34.4% |
| 3Y | +14.4% | +177.2% | -162.8% | -26.0% |
| 5Y | +586.8% | +118.4% | +468.4% | +372.7% |
| All | +1,084.0% | +120.3% | +963.8% | +669.6% |
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