+344.5%
DAL vs MCK
+1,628.7%
-1,284.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.7% |
| 7D | +3.4% | -1.9% | +5.3% | +4.2% |
| 30D | -13.6% | +2.4% | -15.9% | -14.5% |
| 3M | +1.2% | +16.1% | -14.9% | -5.4% |
| 6M | +34.5% | -3.1% | +37.6% | +34.8% |
| YTD | +14.7% | +8.7% | +6.0% | +8.6% |
| 1Y | +29.2% | +28.1% | +1.2% | +13.4% |
| 3Y | +100.0% | +114.1% | -14.1% | +32.9% |
| 5Y | +106.3% | +342.5% | -236.2% | -5.3% |
| 10Y | +126.4% | +424.1% | -297.7% | -11.3% |
| All | +344.5% | +1,628.7% | -1,284.2% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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