+331.8%
SPGI vs DAL
+127.0%
+204.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.1% | -1.5% |
| 7D | +0.3% | +8.8% | -8.5% | -1.6% |
| 30D | +18.4% | +5.4% | +13.0% | +16.9% |
| 3M | +15.7% | -4.9% | +20.6% | +16.7% |
| 6M | +17.3% | +19.8% | -2.6% | +11.6% |
| YTD | -4.7% | +27.0% | -31.7% | -11.2% |
| 1Y | +1.8% | +52.5% | -50.6% | -9.3% |
| 3Y | +31.7% | +173.8% | -142.2% | -2.7% |
| 5Y | +12.1% | +104.5% | -92.5% | -13.4% |
| All | +331.8% | +127.0% | +204.9% | +211.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling