+192.0%
DAL vs OPEN
-88.5%
+280.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -9.5% | +4.3% | -4.2% |
| 7D | +1.4% | -31.0% | +32.4% | +4.9% |
| 30D | +9.1% | -41.5% | +50.5% | +14.6% |
| 3M | -3.5% | -64.6% | +61.1% | +6.5% |
| 6M | +23.4% | -73.8% | +97.2% | +39.6% |
| YTD | +26.0% | -78.8% | +104.9% | +44.5% |
| 1Y | +44.6% | -86.8% | +131.5% | +72.8% |
| 3Y | +162.7% | -40.6% | +203.3% | +125.5% |
| 5Y | +113.0% | -94.7% | +207.6% | +107.7% |
| All | +192.0% | -88.5% | +280.5% | +137.1% |
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