+6,028.8%
MU vs DAL
+142.6%
+5,886.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.8% | +4.3% | +5.3% |
| 7D | +9.0% | +0.1% | +8.9% | +8.9% |
| 30D | +13.8% | -13.9% | +27.7% | +21.6% |
| 3M | +2.1% | +1.1% | +1.0% | +1.6% |
| 6M | +153.8% | +26.2% | +127.6% | +129.1% |
| YTD | +256.4% | +16.4% | +240.0% | +230.0% |
| 1Y | +719.8% | +33.9% | +685.9% | +611.4% |
| 3Y | +1,360.4% | +93.4% | +1,267.0% | +936.9% |
| 5Y | +1,312.4% | +106.4% | +1,206.1% | +846.4% |
| All | +6,028.8% | +142.6% | +5,886.2% | +3,648.2% |
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