+67.0%
MDT vs DAL
+108.8%
-41.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.2% | +4.6% | +0.5% |
| 7D | -3.7% | +1.4% | -5.1% | -4.0% |
| 30D | +8.6% | +9.1% | -0.5% | +6.5% |
| 3M | +12.2% | -3.5% | +15.7% | +12.7% |
| 6M | +33.7% | +23.4% | +10.4% | +26.9% |
| YTD | +7.8% | +26.0% | -18.2% | +1.1% |
| 1Y | +8.9% | +44.6% | -35.7% | -1.1% |
| 3Y | +57.6% | +162.7% | -105.1% | +18.8% |
| 5Y | -0.7% | +113.0% | -113.7% | -23.7% |
| All | +67.0% | +108.8% | -41.7% | +19.9% |
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