+129.3%
DAL vs MRSH
+219.5%
-90.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.8% |
| 7D | -0.6% | -5.9% | +5.3% | +3.5% |
| 30D | -13.5% | -7.3% | -6.2% | -9.0% |
| 3M | +2.6% | +6.7% | -4.1% | -2.9% |
| 6M | +32.7% | +3.0% | +29.7% | +26.8% |
| YTD | +13.6% | -2.9% | +16.5% | +12.6% |
| 1Y | +28.8% | -9.0% | +37.8% | +33.1% |
| 3Y | +98.2% | -4.3% | +102.5% | +92.5% |
| 5Y | +105.9% | +19.4% | +86.5% | +63.4% |
| All | +129.3% | +219.5% | -90.2% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling