+167.2%
MMM vs DAL
+175.7%
-8.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.3% | -3.4% | +0.4% |
| 7D | +5.8% | +10.0% | -4.3% | +2.9% |
| 30D | +17.9% | +12.0% | +5.9% | +14.1% |
| 3M | +3.6% | +0.8% | +2.8% | +3.0% |
| 6M | +32.9% | +26.2% | +6.7% | +23.7% |
| YTD | +19.5% | +33.7% | -14.2% | +8.7% |
| 1Y | +16.5% | +57.6% | -41.0% | +0.9% |
| 3Y | +167.2% | +183.5% | -16.3% | +88.7% |
| All | +167.2% | +175.7% | -8.6% | +88.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling