+2.9%
SPGI vs DAL
+57.1%
-54.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +7.2% | -3.8% | +2.8% |
| 7D | +7.2% | +11.1% | -3.9% | +6.3% |
| 30D | +23.2% | +7.7% | +15.5% | +22.3% |
| 3M | +17.0% | -3.5% | +20.6% | +17.0% |
| 6M | +20.4% | +31.3% | -10.9% | +17.3% |
| YTD | -1.9% | +30.0% | -31.9% | -4.4% |
| 1Y | +2.9% | +62.1% | -59.2% | -2.4% |
| All | +2.9% | +57.1% | -54.2% | -2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling