+102.9%
DAL vs IVZ
+27.3%
+75.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +8.8% | -2.4% | +11.2% | +10.4% |
| 30D | +5.4% | -11.2% | +16.6% | +13.4% |
| 3M | -4.9% | -14.0% | +9.0% | +4.1% |
| 6M | +19.8% | +0.5% | +19.4% | +18.1% |
| YTD | +27.0% | +5.4% | +21.6% | +21.0% |
| 1Y | +52.5% | +19.5% | +33.0% | +34.1% |
| 3Y | +173.8% | +128.7% | +45.1% | +51.6% |
| All | +102.9% | +27.3% | +75.6% | +72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling