+105.8%
DAL vs DOW
-37.6%
+143.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.0% | +4.8% | +3.0% |
| 7D | +0.1% | -2.4% | +2.5% | +1.0% |
| 30D | -13.9% | +0.4% | -14.3% | -14.5% |
| 3M | +1.1% | -14.4% | +15.5% | +6.2% |
| 6M | +26.2% | -7.0% | +33.2% | +22.0% |
| YTD | +16.4% | +30.2% | -13.8% | -8.3% |
| 1Y | +33.9% | +29.2% | +4.6% | +4.0% |
| 3Y | +93.4% | -36.7% | +130.1% | +127.7% |
| All | +105.8% | -37.6% | +143.4% | +140.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling