+29.2%
DAL vs IEF
-1.2%
+30.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.3% |
| 7D | +3.4% | +0.1% | +3.3% | +3.2% |
| 30D | -13.6% | -0.7% | -12.8% | -11.8% |
| 3M | +1.2% | -0.4% | +1.6% | +2.8% |
| 6M | +34.5% | -2.5% | +37.0% | +39.2% |
| YTD | +14.7% | -1.6% | +16.3% | +18.5% |
| 1Y | +29.2% | -1.3% | +30.6% | +37.0% |
| All | +29.2% | -1.2% | +30.5% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling