+44.6%
DAL vs MKTX
-1.3%
+46.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.1% | -5.1% | -5.2% |
| 7D | +1.4% | +0.2% | +1.2% | +1.4% |
| 30D | +9.1% | +0.9% | +8.2% | +9.1% |
| 3M | -3.5% | +2.5% | -6.0% | -3.4% |
| 6M | +23.4% | +18.6% | +4.8% | +20.8% |
| YTD | +26.0% | -7.1% | +33.1% | +20.1% |
| 1Y | +44.6% | -0.3% | +45.0% | +36.8% |
| All | +44.6% | -1.3% | +46.0% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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