+13.2%
SPGI vs DAL
+103.7%
-90.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.4% | -1.1% |
| 7D | +2.6% | +4.6% | -2.0% | +1.6% |
| 30D | +19.3% | +2.3% | +16.9% | +18.6% |
| 3M | +15.5% | -8.1% | +23.6% | +17.2% |
| 6M | +18.3% | +21.4% | -3.1% | +12.8% |
| YTD | -3.8% | +24.3% | -28.1% | -9.3% |
| 1Y | +1.3% | +47.4% | -46.0% | -8.3% |
| 3Y | +33.6% | +164.6% | -131.0% | -1.5% |
| 5Y | +13.2% | +100.2% | -87.1% | -13.8% |
| All | +13.2% | +103.7% | -90.5% | -13.8% |
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