+128.1%
DAL vs MDY
+180.7%
-52.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.2% | +2.1% | +1.1% |
| 7D | +10.0% | +0.7% | +9.4% | +9.2% |
| 30D | +12.0% | +1.3% | +10.7% | +10.4% |
| 3M | +0.8% | -4.1% | +4.9% | +6.8% |
| 6M | +26.2% | +1.0% | +25.2% | +25.6% |
| YTD | +33.7% | +13.3% | +20.4% | +15.5% |
| 1Y | +57.6% | +15.7% | +41.8% | +32.7% |
| 3Y | +183.5% | +59.6% | +123.9% | +62.9% |
| 5Y | +114.2% | +36.3% | +77.9% | +52.6% |
| 10Y | +128.1% | +173.6% | -45.5% | -31.8% |
| All | +128.1% | +180.7% | -52.6% | -31.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling