+215.6%
SMH vs DAL
+163.9%
+51.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.8% |
| 7D | +4.9% | -1.1% | +6.0% | +5.3% |
| 30D | -13.8% | +12.8% | -26.7% | -18.1% |
| 3M | -17.4% | -5.3% | -12.1% | -15.8% |
| 6M | -15.0% | +22.4% | -37.3% | -22.2% |
| YTD | +35.2% | +25.6% | +9.6% | +21.4% |
| 1Y | +41.6% | +45.5% | -3.9% | +19.7% |
| 3Y | +215.6% | +161.0% | +54.7% | +92.0% |
| All | +215.6% | +163.9% | +51.7% | +92.0% |
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 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