+105.8%
DAL vs OPEN
-83.7%
+189.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.7% |
| 7D | +0.1% | -4.3% | +4.4% | +0.6% |
| 30D | -13.9% | -16.2% | +2.3% | -12.4% |
| 3M | +1.1% | -36.4% | +37.4% | +5.5% |
| 6M | +26.2% | -35.5% | +61.7% | +31.0% |
| YTD | +16.4% | -46.0% | +62.4% | +22.5% |
| 1Y | +33.9% | -47.1% | +81.0% | +34.7% |
| 3Y | +93.4% | -19.0% | +112.4% | +59.8% |
| All | +105.8% | -83.7% | +189.6% | +85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling