+168.1%
DAL vs MDB
-12.3%
+180.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.2% | +2.9% | -3.4% |
| 7D | +4.6% | -20.9% | +25.4% | +7.6% |
| 30D | +2.3% | -15.6% | +17.9% | +4.3% |
| 3M | -8.1% | -19.1% | +11.0% | -6.6% |
| 6M | +21.4% | +14.2% | +7.2% | +15.7% |
| YTD | +24.3% | -27.4% | +51.7% | +26.2% |
| 1Y | +47.4% | -13.0% | +60.4% | +44.4% |
| All | +168.1% | -12.3% | +180.3% | +122.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling