+426.1%
DAL vs MSCI
+3,261.3%
-2,835.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +5.4% | +1.8% | +4.6% |
| 7D | +11.1% | +11.5% | -0.4% | +5.6% |
| 30D | +7.7% | +22.1% | -14.4% | -2.0% |
| 3M | -3.5% | +18.4% | -22.0% | -11.1% |
| 6M | +31.3% | +16.6% | +14.7% | +20.6% |
| YTD | +30.0% | +18.8% | +11.1% | +17.0% |
| 1Y | +62.1% | +19.0% | +43.1% | +45.7% |
| 3Y | +176.6% | +40.7% | +135.9% | +121.8% |
| 5Y | +126.2% | +7.9% | +118.3% | +101.0% |
| 10Y | +135.1% | +848.9% | -713.8% | -39.1% |
| All | +426.1% | +3,261.3% | -2,835.2% | -32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling