+102.9%
DAL vs MSCI
+3.6%
+99.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.3% | +4.4% | +3.1% |
| 7D | +8.8% | +2.8% | +6.0% | +7.7% |
| 30D | +5.4% | +15.4% | -10.0% | -0.6% |
| 3M | -4.9% | +13.4% | -18.3% | -9.9% |
| 6M | +19.8% | +10.9% | +8.9% | +13.6% |
| YTD | +27.0% | +13.0% | +14.0% | +18.2% |
| 1Y | +52.5% | +12.0% | +40.4% | +42.4% |
| 3Y | +173.8% | +34.1% | +139.8% | +125.5% |
| All | +102.9% | +3.6% | +99.3% | +77.7% |
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