+121.4%
DAL vs MSI
+683.5%
-562.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.4% | -1.7% |
| 7D | +2.3% | +7.7% | -5.4% | -1.7% |
| 30D | +14.3% | +19.9% | -5.6% | +3.7% |
| 3M | +1.3% | +14.9% | -13.6% | -6.3% |
| 6M | +29.3% | +37.2% | -8.0% | +8.1% |
| YTD | +33.0% | +40.8% | -7.8% | +7.9% |
| 1Y | +59.8% | +38.1% | +21.7% | +31.0% |
| 3Y | +177.2% | +77.7% | +99.5% | +90.3% |
| 5Y | +118.4% | +129.0% | -10.7% | +25.6% |
| 10Y | +121.4% | +671.3% | -549.9% | -31.5% |
| All | +121.4% | +683.5% | -562.1% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling