+392.2%
DAL vs AGI
+490.2%
-98.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.3% | +2.1% |
| 7D | +8.8% | +16.0% | -7.2% | +8.5% |
| 30D | +5.4% | +1.0% | +4.4% | +5.3% |
| 3M | -4.9% | +2.5% | -7.4% | -5.0% |
| 6M | +19.8% | -24.0% | +43.9% | +20.2% |
| YTD | +27.0% | -17.2% | +44.2% | +27.2% |
| 1Y | +52.5% | +4.9% | +47.6% | +52.2% |
| 3Y | +173.8% | +142.6% | +31.3% | +170.6% |
| 5Y | +104.5% | +315.2% | -210.6% | +101.1% |
| 10Y | +129.7% | +338.5% | -208.8% | +127.1% |
| All | +392.2% | +490.2% | -98.0% | +392.0% |
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 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