+264.0%
SPOT vs DAL
+66.8%
+197.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.8% | -5.0% | -3.6% |
| 7D | -0.9% | +0.1% | -1.1% | -1.0% |
| 30D | +12.5% | -13.9% | +26.4% | +16.4% |
| 3M | +9.9% | +1.1% | +8.8% | +8.9% |
| 6M | +1.6% | +26.2% | -24.7% | -5.3% |
| YTD | -6.6% | +16.4% | -23.0% | -11.6% |
| 1Y | -22.9% | +33.9% | -56.8% | -30.0% |
| 3Y | +244.3% | +93.4% | +150.9% | +173.4% |
| 5Y | +117.8% | +106.4% | +11.5% | +66.8% |
| All | +264.0% | +66.8% | +197.2% | +192.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling