+86.6%
DAL vs DOW
-10.2%
+96.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +3.0% |
| 7D | +8.8% | -9.5% | +18.3% | +14.0% |
| 30D | +5.4% | +13.1% | -7.7% | -1.3% |
| 3M | -4.9% | +4.8% | -9.8% | -8.5% |
| 6M | +19.8% | -16.7% | +36.5% | +27.2% |
| YTD | +27.0% | +38.9% | -11.9% | -4.7% |
| 1Y | +52.5% | +48.3% | +4.2% | +9.5% |
| 3Y | +173.8% | -24.4% | +198.2% | +182.6% |
| 5Y | +104.5% | -29.2% | +133.8% | +119.5% |
| All | +86.6% | -10.2% | +96.8% | +60.9% |
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