+254.1%
MP vs DAL
+212.1%
+42.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.2% | +2.8% | +3.8% |
| 7D | -10.5% | +8.8% | -19.3% | -14.8% |
| 30D | -23.5% | +5.4% | -28.9% | -25.9% |
| 3M | -25.4% | -4.9% | -20.5% | -23.8% |
| 6M | -51.3% | +19.8% | -71.1% | -56.4% |
| YTD | -29.9% | +27.0% | -56.9% | -39.9% |
| 1Y | -31.8% | +52.5% | -84.3% | -47.3% |
| 3Y | +127.0% | +173.8% | -46.9% | +18.5% |
| 5Y | -3.3% | +104.5% | -107.8% | -42.8% |
| All | +254.1% | +212.1% | +42.0% | +84.7% |
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