+179.9%
DAL vs MRSH
+9.6%
+170.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.8% | +0.2% |
| 7D | +10.7% | +1.6% | +9.1% | +10.3% |
| 30D | +12.5% | +17.7% | -5.2% | +8.7% |
| 3M | +3.6% | +9.1% | -5.5% | +1.7% |
| 6M | +26.7% | +28.2% | -1.5% | +19.6% |
| YTD | +34.3% | +14.0% | +20.3% | +30.6% |
| 1Y | +59.1% | +18.7% | +40.4% | +52.2% |
| 3Y | +179.9% | +8.7% | +171.1% | +207.1% |
| All | +179.9% | +9.6% | +170.3% | +207.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling