+78.1%
MMM vs DAL
+108.8%
-30.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.2% | +3.8% | 0.0% |
| 7D | -0.8% | +1.4% | -2.2% | -1.2% |
| 30D | +14.4% | +9.1% | +5.3% | +11.8% |
| 3M | +1.8% | -3.5% | +5.3% | +2.5% |
| 6M | +31.3% | +23.4% | +7.9% | +23.6% |
| YTD | +18.0% | +26.0% | -8.1% | +9.8% |
| 1Y | +10.9% | +44.6% | -33.8% | -0.6% |
| 3Y | +160.6% | +162.7% | -2.1% | +94.0% |
| 5Y | +44.5% | +113.0% | -68.5% | +10.0% |
| All | +78.1% | +108.8% | -30.7% | +32.7% |
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 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