+29.4%
MMM vs DAL
+106.7%
-77.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.3% |
| 7D | -3.3% | +0.1% | -3.4% | -3.4% |
| 30D | -7.0% | -13.9% | +6.9% | -3.3% |
| 3M | +10.8% | +1.1% | +9.7% | +10.2% |
| 6M | +5.8% | +26.2% | -20.5% | -1.3% |
| YTD | +6.8% | +16.4% | -9.7% | +1.4% |
| 1Y | +10.4% | +33.9% | -23.5% | +0.5% |
| 3Y | +104.7% | +93.4% | +11.3% | +62.9% |
| All | +29.4% | +106.7% | -77.3% | -2.6% |
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