+2,996.8%
SMH vs DAL
+393.7%
+2,603.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.3% | -0.2% | +3.7% |
| 7D | -4.1% | +10.0% | -14.2% | -6.4% |
| 30D | -19.2% | +12.0% | -31.2% | -21.6% |
| 3M | -16.4% | +0.8% | -17.1% | -16.6% |
| 6M | -14.0% | +26.2% | -40.2% | -19.1% |
| YTD | +35.3% | +33.7% | +1.7% | +25.0% |
| 1Y | +40.4% | +57.6% | -17.1% | +24.4% |
| 3Y | +226.8% | +183.5% | +43.4% | +146.1% |
| 5Y | +232.3% | +114.2% | +118.1% | +164.0% |
| 10Y | +1,469.9% | +128.1% | +1,341.8% | +1,057.7% |
| All | +2,996.8% | +393.7% | +2,603.1% | +1,493.2% |
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