+119.1%
DAL vs MKSI
+40.7%
+78.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | +10.7% | +4.0% | +6.7% | +8.7% |
| 30D | +12.5% | -19.3% | +31.8% | +20.5% |
| 3M | +3.6% | -26.9% | +30.6% | +14.3% |
| 6M | +26.7% | -31.7% | +58.5% | +38.3% |
| YTD | +34.3% | +33.9% | +0.3% | +9.6% |
| 1Y | +59.1% | +34.9% | +24.2% | +29.1% |
| 3Y | +179.9% | +207.2% | -27.4% | +44.1% |
| 5Y | +119.1% | +41.1% | +78.0% | +50.5% |
| All | +119.1% | +40.7% | +78.5% | +50.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling