+128.1%
DAL vs RGEN
+508.6%
-380.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.1% | +2.1% | +4.6% |
| 7D | +10.0% | +3.5% | +6.6% | +9.3% |
| 30D | +12.0% | +2.9% | +9.1% | +11.3% |
| 3M | +0.8% | +9.2% | -8.4% | -1.7% |
| 6M | +26.2% | +44.9% | -18.8% | +15.3% |
| YTD | +33.7% | +9.2% | +24.5% | +29.1% |
| 1Y | +57.6% | +25.3% | +32.3% | +48.1% |
| 3Y | +183.5% | +21.7% | +161.7% | +160.3% |
| 5Y | +114.2% | -34.5% | +148.7% | +105.1% |
| 10Y | +128.1% | +478.9% | -350.8% | +38.7% |
| All | +128.1% | +508.6% | -380.5% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling