+105.0%
DAL vs GEN
+147.0%
-42.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.1% | -2.1% | -4.4% |
| 7D | +1.4% | -3.0% | +4.4% | +2.2% |
| 30D | +9.1% | +24.7% | -15.6% | +3.0% |
| 3M | -3.5% | +4.1% | -7.6% | -5.3% |
| 6M | +23.4% | +36.0% | -12.7% | +12.3% |
| YTD | +26.0% | +10.9% | +15.2% | +20.5% |
| 1Y | +44.6% | +12.2% | +32.5% | +37.9% |
| 3Y | +162.7% | +63.3% | +99.4% | +128.9% |
| 5Y | +113.0% | +29.0% | +83.9% | +92.0% |
| All | +105.0% | +147.0% | -42.0% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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