+173.8%
DAL vs DOW
-24.9%
+198.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.6% |
| 7D | +8.8% | -9.5% | +18.3% | +11.3% |
| 30D | +5.4% | +13.1% | -7.7% | +2.0% |
| 3M | -4.9% | +4.8% | -9.8% | -6.7% |
| 6M | +19.8% | -16.7% | +36.5% | +25.3% |
| YTD | +27.0% | +38.9% | -11.9% | +1.4% |
| 1Y | +52.5% | +48.3% | +4.2% | +17.5% |
| 3Y | +173.8% | -24.4% | +198.2% | +177.9% |
| All | +173.8% | -24.9% | +198.8% | +177.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling