+4,609.2%
MU vs DAL
+124.5%
+4,484.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.0% | +12.8% | +12.3% |
| 7D | +2.0% | +2.3% | -0.3% | +1.3% |
| 30D | -18.0% | +14.3% | -32.3% | -23.0% |
| 3M | -6.6% | +1.3% | -7.9% | -7.5% |
| 6M | +2.0% | +29.3% | -27.2% | -9.2% |
| YTD | +184.5% | +33.0% | +151.5% | +147.4% |
| 1Y | +236.9% | +59.8% | +177.0% | +169.8% |
| 3Y | +987.0% | +177.2% | +809.8% | +561.1% |
| 5Y | +1,014.6% | +118.4% | +896.3% | +626.2% |
| 10Y | +4,609.2% | +121.4% | +4,487.8% | +2,784.2% |
| All | +4,609.2% | +124.5% | +4,484.8% | +2,784.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling