+62.1%
DAL vs IVZ
+30.5%
+31.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.2% | +3.0% | +4.6% |
| 7D | +11.1% | +2.6% | +8.4% | +9.3% |
| 30D | +7.7% | -3.5% | +11.2% | +9.9% |
| 3M | -3.5% | -7.4% | +3.9% | +0.7% |
| 6M | +31.3% | +14.7% | +16.6% | +18.7% |
| YTD | +30.0% | +14.6% | +15.3% | +17.3% |
| 1Y | +62.1% | +30.7% | +31.4% | +30.2% |
| All | +62.1% | +30.5% | +31.5% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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