+59.8%
DAL vs MSTZ
-57.2%
+117.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -1.1% |
| 7D | +2.3% | +31.0% | -28.7% | +4.0% |
| 30D | +14.3% | +34.0% | -19.6% | +16.8% |
| 3M | +1.3% | -67.7% | +69.0% | -1.6% |
| 6M | +29.3% | -14.9% | +44.2% | +37.5% |
| YTD | +33.0% | -79.1% | +112.1% | +29.1% |
| 1Y | +59.8% | -58.9% | +118.8% | +67.4% |
| All | +59.8% | -57.2% | +117.1% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1y: compounded portfolio wealth divided by compounded MSTZ 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…
1y analysis · Full analysis span regression · 6 months rolling