+100.2%
DAL vs OPEN
-92.5%
+192.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -9.6% | +5.2% | -3.3% |
| 7D | +4.6% | -5.8% | +10.3% | +5.2% |
| 30D | +2.3% | -21.1% | +23.5% | +4.8% |
| 3M | -8.1% | -52.4% | +44.3% | -0.7% |
| 6M | +21.4% | -65.8% | +87.2% | +35.2% |
| YTD | +24.3% | -69.3% | +93.6% | +38.9% |
| 1Y | +47.4% | -75.2% | +122.6% | +67.1% |
| 3Y | +164.6% | -14.4% | +179.0% | +112.1% |
| 5Y | +100.2% | -92.0% | +192.2% | +126.5% |
| All | +100.2% | -92.5% | +192.7% | +126.5% |
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