+14.8%
IGV vs DAL
+110.1%
-95.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | +2.3% | -1.1% | +3.4% | +2.6% |
| 30D | -6.0% | +12.8% | -18.8% | -9.8% |
| 3M | -4.8% | -5.3% | +0.5% | -3.6% |
| 6M | +14.2% | +22.4% | -8.1% | +5.8% |
| YTD | -4.2% | +25.6% | -29.8% | -13.0% |
| 1Y | -5.3% | +45.5% | -50.8% | -18.4% |
| 3Y | +38.8% | +161.0% | -122.2% | -10.5% |
| All | +14.8% | +110.1% | -95.3% | -23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling