+1.8%
SPGI vs DAL
+57.9%
-56.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.3% | +0.4% |
| 7D | -1.4% | +2.3% | -3.7% | -1.6% |
| 30D | +15.3% | +14.3% | +1.0% | +13.9% |
| 3M | +16.5% | +1.3% | +15.2% | +16.1% |
| 6M | +19.8% | +29.3% | -9.4% | +16.8% |
| YTD | -3.2% | +33.0% | -36.2% | -6.0% |
| 1Y | +1.8% | +59.8% | -58.1% | -3.7% |
| All | +1.8% | +57.9% | -56.1% | -3.7% |
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 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