+95.4%
DAL vs DOW
-6.9%
+102.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.3% | -2.6% |
| 7D | +2.3% | -0.5% | +2.8% | +2.5% |
| 30D | +14.3% | +15.7% | -1.4% | +5.8% |
| 3M | +1.3% | +5.3% | -4.0% | -2.6% |
| 6M | +29.3% | -14.2% | +43.5% | +35.5% |
| YTD | +33.0% | +43.9% | -10.9% | -2.0% |
| 1Y | +59.8% | +53.1% | +6.8% | +13.1% |
| 3Y | +177.2% | -21.8% | +199.0% | +181.5% |
| 5Y | +118.4% | -28.3% | +146.7% | +133.5% |
| All | +95.4% | -6.9% | +102.3% | +65.5% |
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