+50.5%
DAL vs MDY
+11.3%
+39.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +1.1% |
| 7D | +8.8% | -1.7% | +10.4% | +12.0% |
| 30D | +5.4% | -0.9% | +6.3% | +7.2% |
| 3M | -4.9% | -5.7% | +0.8% | +5.5% |
| 6M | +19.8% | -2.9% | +22.8% | +26.2% |
| YTD | +27.0% | +9.8% | +17.1% | +10.1% |
| All | +50.5% | +11.3% | +39.2% | +27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling