+553.1%
MA vs DAL
+127.0%
+426.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.6% | -1.2% |
| 7D | +2.3% | +8.8% | -6.5% | -0.3% |
| 30D | +14.7% | +5.4% | +9.3% | +12.6% |
| 3M | +13.5% | -4.9% | +18.4% | +14.9% |
| 6M | +33.1% | +19.8% | +13.3% | +24.6% |
| YTD | +15.1% | +27.0% | -11.9% | +4.7% |
| 1Y | +18.7% | +52.5% | -33.7% | +1.6% |
| 3Y | +72.1% | +173.8% | -101.8% | +13.3% |
| 5Y | +92.8% | +104.5% | -11.7% | +36.0% |
| All | +553.1% | +127.0% | +426.1% | +347.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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