+418.2%
DAL vs IEF
+81.4%
+336.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.1% | +5.3% | +5.2% |
| 7D | +10.0% | +0.3% | +9.7% | +10.4% |
| 30D | +12.0% | +2.7% | +9.3% | +15.5% |
| 3M | +0.8% | -0.8% | +1.6% | -0.4% |
| 6M | +26.2% | -1.7% | +27.8% | +22.8% |
| YTD | +33.7% | -1.6% | +35.3% | +29.9% |
| 1Y | +57.6% | -1.6% | +59.1% | +53.2% |
| 3Y | +183.5% | +12.4% | +171.1% | +228.6% |
| 5Y | +114.2% | -7.6% | +121.8% | +78.5% |
| 10Y | +128.1% | +7.6% | +120.6% | +153.8% |
| All | +418.2% | +81.4% | +336.8% | +1,622.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling