+2,476.2%
SMCI vs DAL
+363.8%
+2,112.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -6.6% | -1.1% | -5.5% | -6.2% |
| 30D | -24.9% | +12.8% | -37.7% | -27.8% |
| 3M | -31.4% | -5.3% | -26.1% | -30.2% |
| 6M | -16.0% | +22.4% | -38.4% | -20.6% |
| YTD | -8.2% | +25.6% | -33.8% | -13.6% |
| 1Y | -23.4% | +45.5% | -68.9% | -31.0% |
| 3Y | +5.0% | +161.0% | -155.9% | -22.7% |
| 5Y | +515.0% | +112.2% | +402.8% | +372.3% |
| 10Y | +953.7% | +109.1% | +844.6% | +653.1% |
| All | +2,476.2% | +363.8% | +2,112.4% | +1,094.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling