+4.9%
MSFT vs DAL
+44.4%
-39.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -1.3% | -1.1% | -0.2% | -1.2% |
| 30D | -1.8% | +12.8% | -14.7% | -3.1% |
| 3M | +5.6% | -5.3% | +10.9% | +6.0% |
| 6M | +29.8% | +22.4% | +7.5% | +28.2% |
| YTD | +9.0% | +25.6% | -16.6% | +8.0% |
| 1Y | +4.9% | +45.5% | -40.6% | +6.2% |
| All | +4.9% | +44.4% | -39.4% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling