+126.4%
DAL vs GIS
-18.7%
+145.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.4% |
| 7D | +3.4% | -8.3% | +11.7% | +3.9% |
| 30D | -13.6% | +2.2% | -15.7% | -13.7% |
| 3M | +1.2% | +15.7% | -14.5% | +0.1% |
| 6M | +34.5% | -12.0% | +46.5% | +35.3% |
| YTD | +14.7% | -15.0% | +29.6% | +15.5% |
| 1Y | +29.2% | -20.1% | +49.4% | +30.7% |
| 3Y | +100.0% | -34.6% | +134.6% | +104.4% |
| 5Y | +106.3% | -22.8% | +129.2% | +104.6% |
| 10Y | +126.4% | -18.5% | +144.9% | +133.8% |
| All | +126.4% | -18.7% | +145.0% | +133.8% |
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