+59.8%
DAL vs GEN
+18.5%
+41.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.0% | -1.3% |
| 7D | +2.3% | -0.8% | +3.2% | +2.5% |
| 30D | +14.3% | +31.2% | -16.9% | +9.5% |
| 3M | +1.3% | +6.1% | -4.8% | +0.7% |
| 6M | +29.3% | +38.1% | -8.8% | +20.0% |
| YTD | +33.0% | +14.4% | +18.6% | +39.9% |
| 1Y | +59.8% | +15.1% | +44.7% | +67.2% |
| All | +59.8% | +18.5% | +41.4% | +67.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling