+39.1%
MDT vs DAL
+128.9%
-89.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.6% |
| 7D | +0.4% | +3.4% | -3.0% | -0.3% |
| 30D | +6.0% | -13.6% | +19.6% | +9.2% |
| 3M | +15.5% | +1.2% | +14.3% | +14.8% |
| 6M | +3.4% | +34.5% | -31.1% | -3.8% |
| YTD | -2.2% | +14.7% | -16.8% | -6.2% |
| 1Y | +2.6% | +29.2% | -26.7% | -4.7% |
| 3Y | +27.5% | +100.0% | -72.5% | +2.6% |
| 5Y | -20.1% | +106.3% | -126.4% | -38.4% |
| 10Y | +39.1% | +126.4% | -87.3% | -5.1% |
| All | +39.1% | +128.9% | -89.8% | -5.1% |
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