+62.1%
DAL vs MRSH
+20.0%
+42.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +3.3% | +3.8% | +7.0% |
| 7D | +11.1% | +9.4% | +1.7% | +10.8% |
| 30D | +7.7% | +23.4% | -15.7% | +7.3% |
| 3M | -3.5% | +9.9% | -13.4% | -3.7% |
| 6M | +31.3% | +26.0% | +5.3% | +31.3% |
| YTD | +30.0% | +15.2% | +14.8% | +31.9% |
| 1Y | +62.1% | +18.4% | +43.7% | +63.2% |
| All | +62.1% | +20.0% | +42.1% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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