+114.2%
DAL vs OPEN
-93.7%
+207.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.2% |
| 7D | +10.0% | -21.7% | +31.7% | +12.6% |
| 30D | +12.0% | -36.5% | +48.5% | +17.1% |
| 3M | +0.8% | -59.5% | +60.3% | +10.5% |
| 6M | +26.2% | -71.9% | +98.0% | +43.1% |
| YTD | +33.7% | -75.8% | +109.5% | +52.8% |
| 1Y | +57.6% | -78.5% | +136.1% | +81.0% |
| 3Y | +183.5% | -30.2% | +213.7% | +131.3% |
| 5Y | +114.2% | -93.3% | +207.5% | +145.2% |
| All | +114.2% | -93.7% | +207.9% | +145.2% |
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