+7.2%
MCHP vs DAL
+105.6%
-98.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.5% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | -4.1% | -13.9% | +9.8% | +3.9% |
| 3M | -22.5% | +1.1% | -23.6% | -23.4% |
| 6M | +7.3% | +26.2% | -19.0% | -7.0% |
| YTD | +18.4% | +16.4% | +2.0% | +6.0% |
| 1Y | +18.1% | +33.9% | -15.7% | -2.8% |
| 3Y | -2.8% | +93.4% | -96.2% | -39.2% |
| All | +7.2% | +105.6% | -98.4% | -37.6% |
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