+420.5%
DAL vs AGG
+73.5%
+346.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.5% |
| 7D | +10.7% | -0.1% | +10.8% | +10.7% |
| 30D | +12.5% | +1.4% | +11.2% | +12.4% |
| 3M | +3.6% | -0.7% | +4.3% | +3.7% |
| 6M | +26.7% | -1.7% | +28.4% | +26.8% |
| YTD | +34.3% | -1.1% | +35.3% | +34.4% |
| 1Y | +59.1% | -0.7% | +59.8% | +59.3% |
| 3Y | +179.9% | +14.2% | +165.7% | +181.0% |
| 5Y | +119.1% | -1.4% | +120.6% | +112.9% |
| 10Y | +125.6% | +16.5% | +109.1% | +146.0% |
| All | +420.5% | +73.5% | +346.9% | +570.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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