+100.2%
DAL vs GEN
+32.4%
+67.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.0% |
| 7D | +4.6% | +8.5% | -4.0% | +1.8% |
| 30D | +2.3% | +34.2% | -31.9% | -7.6% |
| 3M | -8.1% | +10.0% | -18.1% | -12.0% |
| 6M | +21.4% | +56.8% | -35.3% | +0.3% |
| YTD | +24.3% | +14.2% | +10.1% | +16.3% |
| 1Y | +47.4% | +20.8% | +26.6% | +34.6% |
| 3Y | +164.6% | +84.1% | +80.6% | +106.7% |
| 5Y | +100.2% | +37.1% | +63.2% | +63.4% |
| All | +100.2% | +32.4% | +67.9% | +63.4% |
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