+29.2%
DAL vs DOW
+27.5%
+1.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -2.0% | -1.5% |
| 7D | +3.4% | -2.9% | +6.3% | +3.1% |
| 30D | -13.6% | +2.0% | -15.5% | -13.4% |
| 3M | +1.2% | -12.5% | +13.7% | +1.3% |
| 6M | +34.5% | -9.2% | +43.7% | +30.0% |
| YTD | +14.7% | +30.8% | -16.1% | +1.0% |
| 1Y | +29.2% | +29.4% | -0.1% | +12.9% |
| All | +29.2% | +27.5% | +1.8% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling