+392.2%
DAL vs MDY
+417.7%
-25.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +1.4% |
| 7D | +8.8% | -1.7% | +10.4% | +11.2% |
| 30D | +5.4% | -0.9% | +6.3% | +6.9% |
| 3M | -4.9% | -5.7% | +0.8% | +2.6% |
| 6M | +19.8% | -2.9% | +22.8% | +25.3% |
| YTD | +27.0% | +9.8% | +17.1% | +14.8% |
| 1Y | +52.5% | +13.5% | +39.0% | +32.5% |
| 3Y | +173.8% | +51.9% | +121.9% | +70.8% |
| 5Y | +104.5% | +32.0% | +72.5% | +54.4% |
| 10Y | +129.7% | +176.5% | -46.7% | -25.8% |
| All | +392.2% | +417.7% | -25.4% | -15.7% |
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 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