+180.3%
DAL vs MLM
+27.5%
+152.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.4% | +4.8% | +5.5% |
| 7D | +11.1% | +9.1% | +1.9% | +4.5% |
| 30D | +7.7% | +14.6% | -6.9% | -2.2% |
| 3M | -3.5% | +0.3% | -3.8% | -3.9% |
| 6M | +31.3% | -7.5% | +38.8% | +37.5% |
| YTD | +30.0% | -10.2% | +40.2% | +38.1% |
| 1Y | +62.1% | -10.5% | +72.6% | +72.3% |
| All | +180.3% | +27.5% | +152.7% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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