+128.1%
DAL vs AGI
+349.0%
-220.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.4% | +2.9% | +5.2% |
| 7D | +10.0% | +17.4% | -7.4% | +9.3% |
| 30D | +12.0% | -0.9% | +13.0% | +12.0% |
| 3M | +0.8% | -1.6% | +2.4% | +0.7% |
| 6M | +26.2% | -24.7% | +50.9% | +27.0% |
| YTD | +33.7% | -15.3% | +49.0% | +33.9% |
| 1Y | +57.6% | +5.5% | +52.1% | +57.0% |
| 3Y | +183.5% | +154.5% | +29.0% | +176.4% |
| 5Y | +114.2% | +310.6% | -196.4% | +107.2% |
| 10Y | +128.1% | +362.7% | -234.6% | +132.2% |
| All | +128.1% | +349.0% | -220.8% | +132.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling