+351.3%
DAL vs MDY
+442.9%
-91.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.6% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -13.9% | -1.5% | -12.4% | -12.3% |
| 3M | +1.1% | +0.8% | +0.3% | +0.5% |
| 6M | +26.2% | +7.4% | +18.8% | +16.6% |
| YTD | +16.4% | +15.2% | +1.2% | -1.1% |
| 1Y | +33.9% | +16.5% | +17.3% | +12.4% |
| 3Y | +93.4% | +46.8% | +46.6% | +25.4% |
| 5Y | +106.4% | +46.0% | +60.3% | +37.2% |
| 10Y | +143.0% | +172.1% | -29.1% | -20.4% |
| All | +351.3% | +442.9% | -91.6% | -27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling