+79.6%
MMM vs DAL
+128.3%
-48.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +7.0% | +10.7% | -3.8% | +4.2% |
| 30D | +18.4% | +12.5% | +5.9% | +14.7% |
| 3M | +4.5% | +3.6% | +0.8% | +3.3% |
| 6M | +33.4% | +26.7% | +6.7% | +24.7% |
| YTD | +20.0% | +34.3% | -14.3% | +9.8% |
| 1Y | +15.0% | +59.1% | -44.1% | +0.6% |
| 3Y | +165.0% | +179.9% | -14.9% | +94.1% |
| 5Y | +47.9% | +119.1% | -71.2% | +11.8% |
| 10Y | +79.6% | +125.6% | -46.0% | +29.9% |
| All | +79.6% | +128.3% | -48.6% | +29.9% |
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