+13.9%
MCHP vs DAL
+54.9%
-41.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +5.3% | +0.1% | +3.0% |
| 7D | -19.2% | +10.0% | -29.2% | -22.5% |
| 30D | -18.6% | +12.0% | -30.6% | -22.6% |
| 3M | -26.9% | +0.8% | -27.7% | -27.5% |
| 6M | -37.2% | +26.2% | -63.4% | -43.3% |
| YTD | -1.8% | +33.7% | -35.5% | -15.5% |
| All | +13.9% | +54.9% | -41.0% | -15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling