+126.4%
DAL vs AGI
+373.6%
-247.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.5% |
| 7D | +3.4% | +4.4% | -1.0% | +3.2% |
| 30D | -13.6% | +10.0% | -23.5% | -13.9% |
| 3M | +1.2% | +1.7% | -0.5% | +1.0% |
| 6M | +34.5% | -26.8% | +61.3% | +35.4% |
| YTD | +14.7% | -5.3% | +20.0% | +14.5% |
| 1Y | +29.2% | +11.5% | +17.8% | +28.5% |
| 3Y | +100.0% | +212.9% | -112.9% | +93.8% |
| 5Y | +106.3% | +388.8% | -282.5% | +98.7% |
| 10Y | +126.4% | +383.6% | -257.2% | +127.5% |
| All | +126.4% | +373.6% | -247.2% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AGI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling