+134.5%
MCHP vs DAL
+108.0%
+26.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +5.7% | -1.1% | +6.8% | +6.2% |
| 30D | -13.4% | +12.8% | -26.3% | -18.5% |
| 3M | -20.1% | -5.3% | -14.9% | -18.4% |
| 6M | -35.5% | +22.4% | -57.9% | -41.9% |
| YTD | -1.6% | +25.6% | -27.2% | -13.6% |
| 1Y | +15.5% | +45.5% | -30.0% | -5.4% |
| 3Y | -13.2% | +161.0% | -174.1% | -47.3% |
| 5Y | -17.5% | +112.2% | -129.7% | -46.6% |
| All | +134.5% | +108.0% | +26.5% | +52.8% |
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