+371.3%
DAL vs MSCI
+2,756.4%
-2,385.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +0.1% | +0.4% | -0.3% | -0.1% |
| 30D | -13.9% | +0.6% | -14.5% | -14.2% |
| 3M | +1.1% | -7.1% | +8.2% | +3.6% |
| 6M | +26.2% | +0.8% | +25.4% | +23.8% |
| YTD | +16.4% | +1.0% | +15.4% | +13.4% |
| 1Y | +33.9% | +4.3% | +29.5% | +27.1% |
| 3Y | +93.4% | +9.9% | +83.4% | +74.7% |
| 5Y | +106.4% | -6.8% | +113.1% | +95.6% |
| 10Y | +143.0% | +614.7% | -471.7% | -27.5% |
| All | +371.3% | +2,756.4% | -2,385.1% | -34.4% |
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