+168.1%
DAL vs GEN
+84.3%
+83.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.1% |
| 7D | +4.6% | +8.5% | -4.0% | +2.1% |
| 30D | +2.3% | +34.2% | -31.9% | -6.7% |
| 3M | -8.1% | +10.0% | -18.1% | -11.5% |
| 6M | +21.4% | +56.8% | -35.3% | +0.6% |
| YTD | +24.3% | +14.2% | +10.1% | +18.2% |
| 1Y | +47.4% | +20.8% | +26.6% | +36.4% |
| All | +168.1% | +84.3% | +83.8% | +125.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling