+29.2%
DAL vs AGI
+11.7%
+17.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.3% |
| 7D | +3.4% | +4.4% | -1.0% | +2.8% |
| 30D | -13.6% | +10.0% | -23.5% | -14.6% |
| 3M | +1.2% | +1.7% | -0.5% | +0.5% |
| 6M | +34.5% | -26.8% | +61.3% | +37.9% |
| YTD | +14.7% | -5.3% | +20.0% | +12.7% |
| 1Y | +29.2% | +11.5% | +17.8% | +22.0% |
| All | +29.2% | +11.7% | +17.6% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling