+114.2%
DAL vs IEF
-7.6%
+121.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.1% | +5.3% | +5.3% |
| 7D | +10.0% | +0.3% | +9.7% | +10.0% |
| 30D | +12.0% | +2.7% | +9.3% | +11.9% |
| 3M | +0.8% | -0.8% | +1.6% | +0.7% |
| 6M | +26.2% | -1.7% | +27.8% | +25.9% |
| YTD | +33.7% | -1.6% | +35.3% | +33.4% |
| 1Y | +57.6% | -1.6% | +59.1% | +57.3% |
| 3Y | +183.5% | +12.4% | +171.1% | +185.3% |
| 5Y | +114.2% | -7.6% | +121.8% | +60.5% |
| All | +114.2% | -7.6% | +121.7% | +60.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling