+4,524.1%
MU vs DAL
+108.8%
+4,415.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.2% | +3.6% | +0.8% |
| 7D | +21.6% | +1.4% | +20.2% | +20.9% |
| 30D | -16.2% | +9.1% | -25.3% | -19.8% |
| 3M | -12.4% | -3.5% | -8.9% | -11.3% |
| 6M | +4.2% | +23.4% | -19.2% | -5.4% |
| YTD | +180.0% | +26.0% | +153.9% | +149.3% |
| 1Y | +226.4% | +44.6% | +181.8% | +173.3% |
| 3Y | +969.7% | +162.7% | +807.0% | +566.1% |
| 5Y | +957.9% | +113.0% | +845.0% | +598.3% |
| All | +4,524.1% | +108.8% | +4,415.3% | +2,859.6% |
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