+44.6%
DAL vs MKSI
+42.6%
+2.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.0% | -3.2% | -4.8% |
| 7D | +1.4% | +25.3% | -23.9% | -3.8% |
| 30D | +9.1% | -10.5% | +19.6% | +11.4% |
| 3M | -3.5% | -27.7% | +24.3% | +3.4% |
| 6M | +23.4% | -28.8% | +52.2% | +26.7% |
| YTD | +26.0% | +39.0% | -12.9% | +0.6% |
| 1Y | +44.6% | +45.2% | -0.6% | +12.5% |
| All | +44.6% | +42.6% | +2.1% | +12.5% |
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