-11.3%
SMCI vs DAL
+31.5%
-42.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.1% |
| 7D | +5.2% | +0.8% | +4.4% | +4.7% |
| 30D | +23.7% | -11.7% | +35.5% | +34.8% |
| 3M | -4.2% | -2.7% | -1.5% | -2.2% |
| 6M | +21.7% | +30.7% | -8.9% | +5.9% |
| YTD | +33.0% | +14.4% | +18.6% | +21.4% |
| All | -11.3% | +31.5% | -42.8% | -19.8% |
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