+31.2%
DAL vs MRSH
-10.9%
+42.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.8% | -0.2% |
| 7D | +0.8% | -5.9% | +6.6% | +0.9% |
| 30D | -11.7% | -7.3% | -4.4% | -11.5% |
| 3M | -2.7% | +7.4% | -10.2% | -2.6% |
| 6M | +30.7% | -0.7% | +31.3% | +31.7% |
| YTD | +14.4% | -3.2% | +17.5% | +15.4% |
| 1Y | +31.2% | -10.6% | +41.8% | +34.8% |
| All | +31.2% | -10.9% | +42.1% | +34.8% |
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