+122.8%
DAL vs GEN
+157.3%
-34.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +2.8% |
| 7D | +8.8% | +2.3% | +6.5% | +8.2% |
| 30D | +5.4% | +33.1% | -27.7% | -2.1% |
| 3M | -4.9% | +6.5% | -11.4% | -7.3% |
| 6M | +19.8% | +53.8% | -33.9% | +5.3% |
| YTD | +27.0% | +11.2% | +15.8% | +21.3% |
| 1Y | +52.5% | +19.4% | +33.1% | +42.9% |
| 3Y | +173.8% | +81.0% | +92.8% | +133.0% |
| 5Y | +104.5% | +33.4% | +71.1% | +83.2% |
| All | +122.8% | +157.3% | -34.5% | +71.2% |
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