+2,564.4%
SMCI vs DAL
+395.8%
+2,168.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.3% | -3.0% |
| 7D | -11.5% | +10.7% | -22.2% | -14.4% |
| 30D | -33.6% | +12.5% | -46.1% | -36.1% |
| 3M | -11.7% | +3.6% | -15.3% | -12.7% |
| 6M | -21.4% | +26.7% | -48.2% | -26.6% |
| YTD | -5.1% | +34.3% | -39.3% | -12.6% |
| 1Y | -30.9% | +59.1% | -90.0% | -39.5% |
| 3Y | +4.5% | +179.9% | -175.4% | -24.9% |
| 5Y | +534.2% | +119.1% | +415.0% | +381.0% |
| 10Y | +1,062.8% | +125.6% | +937.1% | +711.2% |
| All | +2,564.4% | +395.8% | +2,168.6% | +1,109.0% |
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 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