+14.6%
MDT vs DAL
+54.9%
-40.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.3% | -4.3% | +0.4% |
| 7D | +3.5% | +10.0% | -6.5% | +2.5% |
| 30D | +16.2% | +12.0% | +4.1% | +14.7% |
| 3M | +18.9% | +0.8% | +18.1% | +18.3% |
| 6M | +37.3% | +26.2% | +11.1% | +33.9% |
| YTD | +9.7% | +33.7% | -23.9% | +5.5% |
| All | +14.6% | +54.9% | -40.3% | +6.7% |
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