+114.2%
DAL vs MKTX
-54.7%
+168.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | 0.0% | +5.2% | +5.3% |
| 7D | +10.0% | +0.1% | +9.9% | +10.0% |
| 30D | +12.0% | +0.7% | +11.4% | +12.0% |
| 3M | +0.8% | +2.4% | -1.6% | +0.5% |
| 6M | +26.2% | +13.5% | +12.7% | +24.1% |
| YTD | +33.7% | -7.2% | +40.9% | +34.6% |
| 1Y | +57.6% | +1.0% | +56.6% | +56.5% |
| 3Y | +183.5% | -23.7% | +207.2% | +185.2% |
| 5Y | +114.2% | -54.4% | +168.6% | +141.8% |
| All | +114.2% | -54.7% | +168.8% | +141.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling