+125.6%
DAL vs RGEN
+457.6%
-332.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +1.0% |
| 7D | +10.7% | -2.4% | +13.1% | +11.3% |
| 30D | +12.5% | +0.1% | +12.5% | +12.4% |
| 3M | +3.6% | +6.6% | -3.0% | +1.6% |
| 6M | +26.7% | +40.9% | -14.2% | +16.4% |
| YTD | +34.3% | +6.2% | +28.1% | +30.5% |
| 1Y | +59.1% | +19.4% | +39.7% | +51.0% |
| 3Y | +179.9% | +17.9% | +162.0% | +158.6% |
| 5Y | +119.1% | -34.0% | +153.2% | +110.2% |
| 10Y | +125.6% | +453.9% | -328.3% | +38.5% |
| All | +125.6% | +457.6% | -332.0% | +38.5% |
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