+59.1%
DAL vs IVZ
+25.3%
+33.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.5% |
| 7D | +10.7% | +2.2% | +8.6% | +9.2% |
| 30D | +12.5% | -2.2% | +14.7% | +13.8% |
| 3M | +3.6% | -8.4% | +12.1% | +8.8% |
| 6M | +26.7% | +6.2% | +20.6% | +20.5% |
| YTD | +34.3% | +12.4% | +21.9% | +22.3% |
| 1Y | +59.1% | +26.0% | +33.1% | +34.8% |
| All | +59.1% | +25.3% | +33.8% | +34.8% |
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