+194.2%
DAL vs OPEN
-87.0%
+281.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -21.8% | +23.9% | +4.4% |
| 7D | +8.8% | -22.2% | +31.0% | +11.2% |
| 30D | +5.4% | -38.3% | +43.7% | +10.1% |
| 3M | -4.9% | -59.4% | +54.4% | +3.5% |
| 6M | +19.8% | -74.4% | +94.2% | +35.8% |
| YTD | +27.0% | -76.0% | +103.0% | +43.8% |
| 1Y | +52.5% | -78.7% | +131.1% | +73.4% |
| 3Y | +173.8% | -30.0% | +203.8% | +131.0% |
| 5Y | +104.5% | -93.7% | +198.3% | +96.6% |
| All | +194.2% | -87.0% | +281.2% | +135.9% |
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