+9.5%
SPGI vs DAL
+106.7%
-97.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -1.9% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +8.4% | -13.9% | +22.3% | +11.5% |
| 3M | +11.8% | +1.1% | +10.8% | +11.1% |
| 6M | +5.7% | +26.2% | -20.5% | -0.2% |
| YTD | -9.7% | +16.4% | -26.1% | -13.5% |
| 1Y | -12.5% | +33.9% | -46.3% | -19.1% |
| 3Y | +21.8% | +93.4% | -71.6% | -1.5% |
| All | +9.5% | +106.7% | -97.2% | -17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling