+62.1%
MSTR vs DAL
+103.7%
-41.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.3% | -4.9% | -5.7% |
| 7D | -8.7% | +4.6% | -13.3% | -11.8% |
| 30D | -21.4% | +2.3% | -23.7% | -22.8% |
| 3M | +31.4% | -8.1% | +39.5% | +40.3% |
| 6M | -30.8% | +21.4% | -52.2% | -43.2% |
| YTD | -14.9% | +24.3% | -39.2% | -32.6% |
| 1Y | -49.3% | +47.4% | -96.7% | -65.7% |
| 3Y | +184.8% | +164.6% | +20.2% | -0.2% |
| 5Y | +62.1% | +100.2% | -38.1% | -31.5% |
| All | +62.1% | +103.7% | -41.5% | -31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling