+980.8%
IGV vs DAL
+368.9%
+611.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.6% |
| 7D | -5.2% | +8.8% | -14.0% | -6.9% |
| 30D | -10.0% | +5.4% | -15.4% | -11.0% |
| 3M | -0.5% | -4.9% | +4.4% | +0.2% |
| 6M | +12.6% | +19.8% | -7.2% | +7.8% |
| YTD | -6.4% | +27.0% | -33.4% | -12.0% |
| 1Y | -9.5% | +52.5% | -62.0% | -18.2% |
| 3Y | +41.7% | +173.8% | -132.2% | +11.0% |
| 5Y | +12.7% | +104.5% | -91.9% | -7.8% |
| 10Y | +354.1% | +129.7% | +224.3% | +239.8% |
| All | +980.8% | +368.9% | +611.9% | +464.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling