+99.3%
DAL vs MKSI
+191.6%
-92.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.6% |
| 7D | +0.8% | +6.6% | -5.9% | -1.5% |
| 30D | -11.7% | -8.2% | -3.5% | -9.3% |
| 3M | -2.7% | -16.4% | +13.7% | +0.1% |
| 6M | +30.7% | +23.0% | +7.7% | +14.4% |
| YTD | +14.4% | +68.2% | -53.8% | -12.8% |
| 1Y | +31.2% | +148.6% | -117.4% | -16.2% |
| All | +99.3% | +191.6% | -92.3% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling