+128.1%
DAL vs GIS
-17.6%
+145.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.8% | +7.0% | +5.4% |
| 7D | +10.0% | +0.4% | +9.7% | +10.0% |
| 30D | +12.0% | +10.1% | +2.0% | +11.4% |
| 3M | +0.8% | -3.7% | +4.4% | +0.8% |
| 6M | +26.2% | +4.3% | +21.9% | +25.6% |
| YTD | +33.7% | -19.8% | +53.5% | +34.8% |
| 1Y | +57.6% | -20.5% | +78.0% | +59.0% |
| 3Y | +183.5% | -38.3% | +221.8% | +189.8% |
| 5Y | +114.2% | -32.2% | +146.3% | +114.6% |
| 10Y | +128.1% | -18.0% | +146.1% | +115.0% |
| All | +128.1% | -17.6% | +145.7% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 10y: compounded portfolio wealth divided by compounded GIS 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…
10y analysis · Full analysis span regression · 6 months rolling