+351.3%
DAL vs AGI
+584.8%
-233.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +1.8% |
| 7D | +0.1% | +0.6% | -0.5% | +0.1% |
| 30D | -13.9% | +18.2% | -32.2% | -14.2% |
| 3M | +1.1% | -4.1% | +5.2% | +1.1% |
| 6M | +26.2% | -28.7% | +54.9% | +26.7% |
| YTD | +16.4% | -4.0% | +20.4% | +16.3% |
| 1Y | +33.9% | +17.4% | +16.4% | +33.4% |
| 3Y | +93.4% | +203.0% | -109.6% | +90.5% |
| 5Y | +106.4% | +376.7% | -270.3% | +102.5% |
| 10Y | +143.0% | +407.5% | -264.5% | +139.7% |
| All | +351.3% | +584.8% | -233.5% | +350.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling