+183.5%
DAL vs MDB
-12.1%
+195.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.6% | +0.6% | +4.7% |
| 7D | +10.0% | -0.9% | +11.0% | +10.2% |
| 30D | +12.0% | -15.2% | +27.2% | +14.1% |
| 3M | +0.8% | -17.9% | +18.7% | +2.3% |
| 6M | +26.2% | +9.3% | +16.9% | +21.5% |
| YTD | +33.7% | -22.0% | +55.7% | +34.5% |
| 1Y | +57.6% | -9.3% | +66.9% | +53.8% |
| 3Y | +183.5% | -10.4% | +193.9% | +148.0% |
| All | +183.5% | -12.1% | +195.6% | +148.0% |
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