+97.3%
DAL vs DOW
-10.0%
+107.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.2% | -0.4% |
| 7D | +10.7% | -6.8% | +17.5% | +14.4% |
| 30D | +12.5% | +10.8% | +1.8% | +6.4% |
| 3M | +3.6% | +4.1% | -0.5% | +0.2% |
| 6M | +26.7% | -12.7% | +39.5% | +31.2% |
| YTD | +34.3% | +39.2% | -4.9% | +0.6% |
| 1Y | +59.1% | +49.5% | +9.7% | +13.8% |
| 3Y | +179.9% | -24.4% | +204.2% | +189.0% |
| 5Y | +119.1% | -29.6% | +148.7% | +135.9% |
| All | +97.3% | -10.0% | +107.2% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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