+114.2%
DAL vs GNRC
-57.9%
+172.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.8% | -1.5% | +3.4% |
| 7D | +10.0% | -6.6% | +16.6% | +11.7% |
| 30D | +12.0% | -16.1% | +28.1% | +17.0% |
| 3M | +0.8% | -11.1% | +11.8% | +2.8% |
| 6M | +26.2% | -29.9% | +56.1% | +36.4% |
| YTD | +33.7% | +38.4% | -4.7% | +16.3% |
| 1Y | +57.6% | +21.5% | +36.0% | +42.3% |
| 3Y | +183.5% | +83.5% | +99.9% | +123.4% |
| 5Y | +114.2% | -57.1% | +171.3% | +126.3% |
| All | +114.2% | -57.9% | +172.1% | +126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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