+57.7%
GEV vs DAL
+32.1%
+25.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.7% |
| 7D | +3.3% | +0.1% | +3.2% | +3.2% |
| 30D | -7.5% | -13.9% | +6.5% | -2.2% |
| 3M | -2.2% | +1.1% | -3.2% | -2.5% |
| 6M | +12.1% | +26.2% | -14.2% | +2.2% |
| YTD | +44.4% | +16.4% | +28.0% | +33.5% |
| 1Y | +57.7% | +33.9% | +23.8% | +38.4% |
| All | +57.7% | +32.1% | +25.5% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 1y: compounded portfolio wealth divided by compounded DAL 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…
1y analysis · Full analysis span regression · 6 months rolling