+3,502.5%
SMH vs DAL
+329.9%
+3,172.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +2.2% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | -0.5% | -13.9% | +13.5% | +3.3% |
| 3M | -9.6% | +1.1% | -10.7% | -10.0% |
| 6M | +42.1% | +26.2% | +15.8% | +33.6% |
| YTD | +57.4% | +16.4% | +41.0% | +50.6% |
| 1Y | +96.2% | +33.9% | +62.4% | +80.9% |
| 3Y | +267.9% | +93.4% | +174.5% | +203.6% |
| 5Y | +327.7% | +106.4% | +221.3% | +243.6% |
| 10Y | +1,764.6% | +143.0% | +1,621.7% | +1,269.0% |
| All | +3,502.5% | +329.9% | +3,172.6% | +1,820.7% |
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