+93.7%
MA vs DAL
+103.7%
-9.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.3% | +1.9% | -1.4% |
| 7D | +3.2% | +4.6% | -1.4% | +2.0% |
| 30D | +15.9% | +2.3% | +13.6% | +15.1% |
| 3M | +15.2% | -8.1% | +23.2% | +17.4% |
| 6M | +32.4% | +21.4% | +11.0% | +24.7% |
| YTD | +15.6% | +24.3% | -8.7% | +7.4% |
| 1Y | +19.3% | +47.4% | -28.1% | +5.4% |
| 3Y | +73.0% | +164.6% | -91.6% | +17.1% |
| 5Y | +93.7% | +100.2% | -6.5% | +41.5% |
| All | +93.7% | +103.7% | -9.9% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling