+238.4%
MRK vs DAL
+127.5%
+110.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.1% |
| 7D | -0.9% | +3.4% | -4.3% | -1.2% |
| 30D | +15.5% | -13.6% | +29.0% | +17.0% |
| 3M | +25.1% | +1.2% | +23.9% | +24.7% |
| 6M | +30.1% | +34.5% | -4.4% | +26.1% |
| YTD | +43.1% | +14.7% | +28.4% | +40.5% |
| 1Y | +82.5% | +29.2% | +53.2% | +76.8% |
| 3Y | +49.3% | +100.0% | -50.7% | +36.3% |
| 5Y | +130.3% | +106.3% | +23.9% | +106.3% |
| All | +238.4% | +127.5% | +110.8% | +171.0% |
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