+5,810.7%
MU vs DAL
+359.0%
+5,451.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -4.3% | -13.1% | -15.8% |
| 7D | -29.7% | +4.6% | -34.3% | -31.0% |
| 30D | -37.2% | +2.3% | -39.5% | -37.9% |
| 3M | -26.5% | -8.1% | -18.4% | -24.4% |
| 6M | +2.6% | +21.4% | -18.9% | -4.8% |
| YTD | +130.1% | +24.3% | +105.8% | +110.3% |
| 1Y | +176.7% | +47.4% | +129.3% | +137.1% |
| 3Y | +813.1% | +164.6% | +648.5% | +516.3% |
| 5Y | +822.0% | +100.2% | +721.7% | +573.8% |
| 10Y | +3,936.2% | +124.9% | +3,811.3% | +2,493.1% |
| All | +5,810.7% | +359.0% | +5,451.7% | +2,148.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling