+105.0%
DAL vs MSI
+663.2%
-558.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.9% | -4.3% | -4.7% |
| 7D | +1.4% | +2.6% | -1.2% | +0.1% |
| 30D | +9.1% | +18.1% | -9.0% | -0.3% |
| 3M | -3.5% | +13.2% | -16.7% | -10.0% |
| 6M | +23.4% | +36.3% | -12.9% | +3.6% |
| YTD | +26.0% | +39.5% | -13.5% | +2.8% |
| 1Y | +44.6% | +36.9% | +7.7% | +19.1% |
| 3Y | +162.7% | +76.1% | +86.6% | +81.3% |
| 5Y | +113.0% | +123.7% | -10.7% | +24.3% |
| All | +105.0% | +663.2% | -558.2% | -35.9% |
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