+145.3%
DAL vs DOC
-2.1%
+147.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.8% |
| 7D | +0.1% | -1.5% | +1.6% | +0.9% |
| 30D | -13.9% | -4.8% | -9.2% | -11.7% |
| 3M | +1.1% | +6.9% | -5.8% | -2.8% |
| 6M | +26.2% | +20.7% | +5.5% | +12.7% |
| YTD | +16.4% | +34.1% | -17.7% | -2.5% |
| 1Y | +33.9% | +22.6% | +11.2% | +17.4% |
| 3Y | +93.4% | +20.8% | +72.6% | +66.8% |
| 5Y | +106.4% | -24.9% | +131.2% | +132.5% |
| All | +145.3% | -2.1% | +147.4% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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