+59.8%
DAL vs MKSI
+43.6%
+16.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.9% | -6.8% | -2.3% |
| 7D | +2.3% | +15.9% | -13.6% | -1.3% |
| 30D | +14.3% | -9.6% | +23.9% | +16.5% |
| 3M | +1.3% | -23.2% | +24.4% | +6.8% |
| 6M | +29.3% | -29.2% | +58.5% | +33.3% |
| YTD | +33.0% | +41.8% | -8.8% | +5.9% |
| 1Y | +59.8% | +48.7% | +11.2% | +23.9% |
| All | +59.8% | +43.6% | +16.2% | +23.9% |
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