+161.0%
DAL vs AGI
+127.5%
+33.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.3% |
| 7D | -1.1% | -10.1% | +9.0% | +0.1% |
| 30D | +12.8% | -6.5% | +19.4% | +13.4% |
| 3M | -5.3% | -12.8% | +7.5% | -4.2% |
| 6M | +22.4% | -34.3% | +56.7% | +26.4% |
| YTD | +25.6% | -25.6% | +51.2% | +27.7% |
| 1Y | +45.5% | -14.2% | +59.7% | +46.2% |
| 3Y | +161.0% | +127.3% | +33.7% | +137.7% |
| All | +161.0% | +127.5% | +33.5% | +137.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling