+488.9%
MRK vs DAL
+391.1%
+97.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -2.1% | +2.3% | -4.4% | -2.4% |
| 30D | +1.2% | +14.3% | -13.1% | -0.5% |
| 3M | +13.5% | +1.3% | +12.2% | +13.2% |
| 6M | +34.0% | +29.3% | +4.7% | +29.5% |
| YTD | +42.7% | +33.0% | +9.7% | +37.0% |
| 1Y | +66.6% | +59.8% | +6.7% | +56.5% |
| 3Y | +59.1% | +177.2% | -118.1% | +37.1% |
| 5Y | +104.1% | +118.4% | -14.2% | +77.6% |
| 10Y | +227.3% | +121.4% | +105.9% | +169.8% |
| All | +488.9% | +391.1% | +97.8% | +268.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling