+265.1%
MU vs DAL
+57.1%
+208.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +7.2% | -14.2% | -10.6% |
| 7D | -19.1% | +11.1% | -30.2% | -24.0% |
| 30D | -25.2% | +7.7% | -33.0% | -28.5% |
| 3M | -10.9% | -3.5% | -7.4% | -9.4% |
| 6M | +38.0% | +31.3% | +6.7% | +20.2% |
| YTD | +178.8% | +30.0% | +148.9% | +135.9% |
| 1Y | +265.1% | +62.1% | +203.1% | +165.8% |
| All | +265.1% | +57.1% | +208.0% | +165.8% |
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 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