+26.2%
DAL vs DOW
-6.0%
+32.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.0% | +4.8% | +0.5% |
| 7D | +0.1% | -2.4% | +2.5% | -0.8% |
| 30D | -13.9% | +0.4% | -14.3% | -13.4% |
| 3M | +1.1% | -14.4% | +15.5% | -3.4% |
| 6M | +26.2% | -7.0% | +33.2% | +20.6% |
| All | +26.2% | -6.0% | +32.2% | +20.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling