+135.0%
DAL vs MKSI
+502.4%
-367.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.6% |
| 7D | +0.8% | +6.6% | -5.9% | -1.7% |
| 30D | -11.7% | -8.2% | -3.5% | -9.2% |
| 3M | -2.7% | -16.4% | +13.7% | +0.6% |
| 6M | +30.7% | +23.0% | +7.7% | +15.2% |
| YTD | +14.4% | +68.2% | -53.8% | -11.8% |
| 1Y | +31.2% | +148.6% | -117.4% | -14.6% |
| 3Y | +99.4% | +196.0% | -96.5% | +12.3% |
| 5Y | +98.6% | +87.4% | +11.2% | +27.7% |
| 10Y | +135.0% | +523.8% | -388.8% | -8.7% |
| All | +135.0% | +502.4% | -367.4% | -8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling