+209.8%
DAL vs OPEN
-86.9%
+296.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.2% |
| 7D | +10.0% | -21.7% | +31.7% | +12.4% |
| 30D | +12.0% | -36.5% | +48.5% | +16.7% |
| 3M | +0.8% | -59.5% | +60.3% | +9.8% |
| 6M | +26.2% | -71.9% | +98.0% | +41.7% |
| YTD | +33.7% | -75.8% | +109.5% | +51.3% |
| 1Y | +57.6% | -78.5% | +136.1% | +79.2% |
| 3Y | +183.5% | -30.2% | +213.7% | +139.2% |
| 5Y | +114.2% | -93.3% | +207.5% | +105.1% |
| All | +209.8% | -86.9% | +296.6% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling