+33.9%
DAL vs MKSI
+162.5%
-128.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.3% | -2.5% | +0.7% |
| 7D | +0.1% | +1.8% | -1.7% | -0.3% |
| 30D | -13.9% | -16.8% | +2.9% | -10.2% |
| 3M | +1.1% | -21.1% | +22.2% | +3.7% |
| 6M | +26.2% | +10.8% | +15.4% | +15.3% |
| YTD | +16.4% | +63.3% | -46.9% | -5.3% |
| 1Y | +33.9% | +157.0% | -123.1% | -1.2% |
| All | +33.9% | +162.5% | -128.7% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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