+47.2%
MMM vs DAL
+103.7%
-56.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.3% | +1.2% | -2.0% |
| 7D | +5.9% | +4.6% | +1.3% | +4.7% |
| 30D | +14.7% | +2.3% | +12.4% | +14.0% |
| 3M | +3.6% | -8.1% | +11.7% | +5.8% |
| 6M | +32.7% | +21.4% | +11.3% | +25.2% |
| YTD | +18.9% | +24.3% | -5.4% | +10.8% |
| 1Y | +16.4% | +47.4% | -31.0% | +3.3% |
| 3Y | +159.8% | +164.6% | -4.8% | +89.8% |
| 5Y | +47.2% | +100.2% | -53.1% | +9.5% |
| All | +47.2% | +103.7% | -56.5% | +9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling