+104.3%
DAL vs RGEN
+415.2%
-310.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -1.1% | -3.3% | +2.2% | -0.4% |
| 30D | +12.8% | -5.8% | +18.7% | +14.2% |
| 3M | -5.3% | +0.2% | -5.5% | -5.9% |
| 6M | +22.4% | +56.8% | -34.4% | +10.0% |
| YTD | +25.6% | +2.4% | +23.2% | +23.0% |
| 1Y | +45.5% | +11.4% | +34.1% | +40.1% |
| 3Y | +161.0% | +15.2% | +145.8% | +142.6% |
| 5Y | +112.2% | -35.1% | +147.3% | +104.7% |
| All | +104.3% | +415.2% | -310.9% | +27.6% |
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