+126.4%
DAL vs MDY
+170.4%
-44.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -0.6% |
| 7D | +3.4% | +1.0% | +2.3% | +2.0% |
| 30D | -13.6% | -3.1% | -10.4% | -9.8% |
| 3M | +1.2% | +1.8% | -0.6% | -0.7% |
| 6M | +34.5% | +10.8% | +23.7% | +18.7% |
| YTD | +14.7% | +14.4% | +0.2% | -2.5% |
| 1Y | +29.2% | +15.2% | +14.0% | +9.3% |
| 3Y | +100.0% | +51.2% | +48.8% | +22.8% |
| 5Y | +106.3% | +47.2% | +59.1% | +33.2% |
| 10Y | +126.4% | +171.1% | -44.7% | -27.7% |
| All | +126.4% | +170.4% | -44.0% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MDY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling