+191.0%
DAL vs OPEN
-88.9%
+280.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | 0.0% |
| 7D | -1.1% | -15.0% | +13.9% | +0.5% |
| 30D | +12.8% | -40.2% | +53.0% | +18.3% |
| 3M | -5.3% | -67.4% | +62.1% | +5.4% |
| 6M | +22.4% | -74.0% | +96.4% | +38.6% |
| YTD | +25.6% | -79.6% | +105.2% | +44.5% |
| 1Y | +45.5% | -86.1% | +131.6% | +73.1% |
| 3Y | +161.0% | -41.4% | +202.3% | +124.1% |
| 5Y | +112.2% | -94.9% | +207.1% | +107.8% |
| All | +191.0% | -88.9% | +280.0% | +137.2% |
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