+351.3%
DAL vs GEN
+348.9%
+2.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.0% | +2.6% |
| 7D | +0.1% | -1.2% | +1.3% | +0.5% |
| 30D | -13.9% | +10.1% | -24.1% | -17.1% |
| 3M | +1.1% | +16.1% | -15.0% | -4.9% |
| 6M | +26.2% | +38.9% | -12.6% | +9.8% |
| YTD | +16.4% | +14.4% | +2.0% | +8.8% |
| 1Y | +33.9% | +5.9% | +28.0% | +28.7% |
| 3Y | +93.4% | +58.8% | +34.6% | +57.9% |
| 5Y | +106.4% | +24.7% | +81.7% | +79.4% |
| 10Y | +143.0% | +163.1% | -20.1% | +36.6% |
| All | +351.3% | +348.9% | +2.4% | +73.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling