+47.4%
DAL vs FGI
+51.0%
-3.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | +4.6% | -11.6% | +16.1% | +4.8% |
| 30D | +2.3% | -3.3% | +5.6% | +2.3% |
| 3M | -8.1% | +65.6% | -73.7% | -9.8% |
| 6M | +21.4% | -2.8% | +24.2% | +20.4% |
| YTD | +24.3% | +30.1% | -5.8% | +22.4% |
| 1Y | +47.4% | +50.2% | -2.8% | +43.0% |
| All | +47.4% | +51.0% | -3.6% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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