+4.5%
SMCI vs DAL
+183.7%
-179.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.3% | -3.0% |
| 7D | -11.5% | +10.7% | -22.2% | -16.1% |
| 30D | -33.6% | +12.5% | -46.1% | -37.7% |
| 3M | -11.7% | +3.6% | -15.3% | -13.6% |
| 6M | -21.4% | +26.7% | -48.2% | -29.8% |
| YTD | -5.1% | +34.3% | -39.3% | -17.3% |
| 1Y | -30.9% | +59.1% | -90.0% | -43.7% |
| 3Y | +4.5% | +179.9% | -175.4% | -48.8% |
| All | +4.5% | +183.7% | -179.2% | -48.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling