+0.8%
SPGI vs DAL
+50.2%
-49.4%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.2% | +3.8% | -0.9% |
| 7D | -0.8% | +1.4% | -2.2% | -1.0% |
| 30D | +14.3% | +9.1% | +5.2% | +13.4% |
| 3M | +14.5% | -3.5% | +18.0% | +14.6% |
| 6M | +17.3% | +23.4% | -6.1% | +14.8% |
| YTD | -4.6% | +26.0% | -30.6% | -6.9% |
| 1Y | +0.8% | +44.6% | -43.9% | -4.1% |
| All | +0.8% | +50.2% | -49.4% | -4.1% |
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