+59.8%
DAL vs DOW
+53.6%
+6.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.3% | -0.4% |
| 7D | +2.3% | -0.5% | +2.8% | +2.3% |
| 30D | +14.3% | +15.7% | -1.4% | +17.1% |
| 3M | +1.3% | +5.3% | -4.0% | +2.5% |
| 6M | +29.3% | -14.2% | +43.5% | +31.0% |
| YTD | +33.0% | +43.9% | -10.9% | +11.5% |
| 1Y | +59.8% | +53.1% | +6.8% | +29.3% |
| All | +59.8% | +53.6% | +6.2% | +29.3% |
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