+169.7%
DAL vs OPEN
-70.7%
+240.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.5% |
| 3M | +1.1% | -36.4% | +37.4% | +5.2% |
| 6M | +26.2% | -35.5% | +61.7% | +30.8% |
| YTD | +16.4% | -46.0% | +62.4% | +22.1% |
| 1Y | +33.9% | -47.1% | +81.0% | +34.8% |
| 3Y | +93.4% | -19.0% | +112.4% | +62.6% |
| 5Y | +106.4% | -83.6% | +189.9% | +81.5% |
| All | +169.7% | -70.7% | +240.4% | +100.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling