-28.8%
SMCI vs DAL
+50.2%
-79.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -5.2% | -6.1% | -7.2% |
| 7D | -0.3% | +1.4% | -1.7% | -1.3% |
| 30D | -30.9% | +9.1% | -40.0% | -35.9% |
| 3M | -28.2% | -3.5% | -24.7% | -26.4% |
| 6M | -17.7% | +23.4% | -41.1% | -30.9% |
| YTD | -7.8% | +26.0% | -33.8% | -24.6% |
| 1Y | -28.8% | +44.6% | -73.4% | -47.0% |
| All | -28.8% | +50.2% | -79.0% | -47.0% |
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