+100.2%
DAL vs MSCI
+4.3%
+95.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.7% | -1.6% | -3.2% |
| 7D | +4.6% | +6.0% | -1.5% | +2.2% |
| 30D | +2.3% | +18.2% | -15.9% | -4.4% |
| 3M | -8.1% | +15.1% | -23.2% | -13.4% |
| 6M | +21.4% | +13.7% | +7.7% | +13.9% |
| YTD | +24.3% | +15.6% | +8.7% | +14.7% |
| 1Y | +47.4% | +16.3% | +31.0% | +35.4% |
| 3Y | +164.6% | +36.9% | +127.7% | +116.2% |
| 5Y | +100.2% | +6.3% | +93.9% | +75.5% |
| All | +100.2% | +4.3% | +95.9% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 5y: compounded portfolio wealth divided by compounded MSCI 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…
5y analysis · Full analysis span regression · 6 months rolling