+122.8%
DAL vs RGEN
+527.2%
-404.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.0% | -0.8% | +1.5% |
| 7D | +8.8% | -1.9% | +10.7% | +9.2% |
| 30D | +5.4% | +3.7% | +1.6% | +4.4% |
| 3M | -4.9% | +8.8% | -13.7% | -7.2% |
| 6M | +19.8% | +38.0% | -18.1% | +10.6% |
| YTD | +27.0% | +5.9% | +21.1% | +23.5% |
| 1Y | +52.5% | +19.7% | +32.8% | +44.6% |
| 3Y | +173.8% | +20.5% | +153.3% | +152.1% |
| 5Y | +104.5% | -35.0% | +139.5% | +96.7% |
| All | +122.8% | +527.2% | -404.4% | +33.0% |
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