+84.5%
DAL vs DOW
-5.5%
+90.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.1% | +5.2% | -6.3% | -3.7% |
| 30D | +12.8% | +13.2% | -0.3% | +5.6% |
| 3M | -5.3% | +10.1% | -15.4% | -11.0% |
| 6M | +22.4% | -13.1% | +35.4% | +27.4% |
| YTD | +25.6% | +46.1% | -20.5% | -8.2% |
| 1Y | +45.5% | +50.0% | -4.5% | +4.4% |
| 3Y | +161.0% | -20.2% | +181.2% | +162.1% |
| 5Y | +112.2% | -27.7% | +139.9% | +126.0% |
| All | +84.5% | -5.5% | +90.1% | +55.0% |
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