+498.0%
MRK vs DAL
+329.9%
+168.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.5% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +17.1% | -13.9% | +31.1% | +19.1% |
| 3M | +25.9% | +1.1% | +24.8% | +25.5% |
| 6M | +26.8% | +26.2% | +0.6% | +22.9% |
| YTD | +44.9% | +16.4% | +28.5% | +41.5% |
| 1Y | +84.8% | +33.9% | +51.0% | +77.2% |
| 3Y | +50.1% | +93.4% | -43.3% | +35.0% |
| 5Y | +127.4% | +106.4% | +21.1% | +98.8% |
| 10Y | +240.0% | +143.0% | +97.0% | +176.6% |
| All | +498.0% | +329.9% | +168.1% | +279.8% |
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