-10.2%
IGV vs DAL
+55.6%
-65.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | -2.3% | +10.7% | -13.0% | -3.8% |
| 30D | -11.0% | +12.5% | -23.5% | -12.6% |
| 3M | -4.5% | +3.6% | -8.1% | -5.2% |
| 6M | +10.1% | +26.7% | -16.6% | +5.7% |
| YTD | -5.1% | +34.3% | -39.3% | -9.6% |
| 1Y | -10.2% | +59.1% | -69.4% | -17.2% |
| All | -10.2% | +55.6% | -65.8% | -17.2% |
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