+111.4%
DAL vs GEN
+33.3%
+78.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -1.1% |
| 7D | -1.1% | +2.0% | -3.1% | -1.7% |
| 30D | +12.8% | +27.7% | -14.9% | +3.6% |
| 3M | -5.3% | +3.3% | -8.5% | -7.1% |
| 6M | +22.4% | +31.8% | -9.4% | +8.5% |
| YTD | +25.6% | +13.5% | +12.1% | +17.7% |
| 1Y | +45.5% | +16.0% | +29.5% | +35.0% |
| 3Y | +161.0% | +70.6% | +90.4% | +109.2% |
| All | +111.4% | +33.3% | +78.1% | +71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling