+84.9%
DAL vs MDB
+848.0%
-763.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.7% | -0.5% | +1.8% |
| 7D | +8.8% | -11.4% | +20.2% | +10.3% |
| 30D | +5.4% | -13.8% | +19.2% | +7.1% |
| 3M | -4.9% | -15.5% | +10.5% | -4.0% |
| 6M | +19.8% | +17.9% | +1.9% | +14.8% |
| YTD | +27.0% | -25.5% | +52.5% | +27.9% |
| 1Y | +52.5% | -12.1% | +64.5% | +49.7% |
| 3Y | +173.8% | -5.9% | +179.7% | +153.4% |
| 5Y | +104.5% | -43.7% | +148.2% | +86.6% |
| All | +84.9% | +848.0% | -763.1% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling