+111.4%
DAL vs OPEN
-94.8%
+206.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | +0.1% |
| 7D | -1.1% | -15.0% | +13.9% | +0.7% |
| 30D | +12.8% | -40.2% | +53.0% | +18.7% |
| 3M | -5.3% | -67.4% | +62.1% | +6.4% |
| 6M | +22.4% | -74.0% | +96.4% | +40.1% |
| YTD | +25.6% | -79.6% | +105.2% | +46.3% |
| 1Y | +45.5% | -86.1% | +131.6% | +75.8% |
| 3Y | +161.0% | -41.4% | +202.3% | +116.6% |
| All | +111.4% | -94.8% | +206.3% | +209.5% |
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