+136.1%
MCHP vs DAL
+108.8%
+27.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.2% | +5.1% | +2.4% |
| 7D | -4.3% | +1.4% | -5.7% | -5.1% |
| 30D | -16.3% | +9.1% | -25.4% | -19.9% |
| 3M | -21.4% | -3.5% | -17.9% | -20.4% |
| 6M | -35.8% | +23.4% | -59.1% | -42.4% |
| YTD | -0.9% | +26.0% | -27.0% | -13.2% |
| 1Y | +14.5% | +44.6% | -30.1% | -5.9% |
| 3Y | -13.7% | +162.7% | -176.4% | -47.7% |
| 5Y | -16.9% | +113.0% | -129.9% | -46.3% |
| All | +136.1% | +108.8% | +27.3% | +53.5% |
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 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