+134.0%
DIA vs DOW
-17.0%
+150.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.0% | +1.6% |
| 7D | -1.6% | -1.4% | -0.2% | -1.2% |
| 30D | -2.0% | -3.9% | +1.9% | -1.1% |
| 3M | +3.6% | -12.7% | +16.3% | +7.1% |
| 6M | +11.5% | -13.7% | +25.2% | +13.7% |
| YTD | +10.4% | +28.4% | -18.0% | -2.2% |
| 1Y | +15.6% | +21.8% | -6.2% | +3.2% |
| 3Y | +58.9% | -35.7% | +94.6% | +73.2% |
| 5Y | +65.3% | -36.8% | +102.2% | +78.3% |
| All | +134.0% | -17.0% | +150.9% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling