+351.3%
DAL vs MKSI
+1,061.2%
-709.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.3% | -2.5% | -0.2% |
| 7D | +0.1% | +1.8% | -1.7% | -0.7% |
| 30D | -13.9% | -16.8% | +2.9% | -7.0% |
| 3M | +1.1% | -21.1% | +22.2% | +7.7% |
| 6M | +26.2% | +10.8% | +15.4% | +13.4% |
| YTD | +16.4% | +63.3% | -46.9% | -14.2% |
| 1Y | +33.9% | +157.0% | -123.1% | -22.3% |
| 3Y | +93.4% | +163.7% | -70.3% | +0.6% |
| 5Y | +106.4% | +82.0% | +24.4% | +20.8% |
| 10Y | +143.0% | +467.2% | -324.2% | -39.7% |
| All | +351.3% | +1,061.2% | -709.9% | -44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling