+58.4%
DAL vs OPEN
-79.4%
+137.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.1% |
| 7D | +10.0% | -21.7% | +31.7% | +14.3% |
| 30D | +12.0% | -36.5% | +48.5% | +20.7% |
| 3M | +0.8% | -59.5% | +60.3% | +17.7% |
| 6M | +26.2% | -71.9% | +98.0% | +55.3% |
| YTD | +33.7% | -75.8% | +109.5% | +65.6% |
| All | +58.4% | -79.4% | +137.8% | +105.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling