+122.8%
DAL vs NDAQ
+475.8%
-353.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.0% |
| 7D | +8.8% | +0.8% | +8.0% | +8.4% |
| 30D | +5.4% | +16.5% | -11.1% | -3.2% |
| 3M | -4.9% | +13.5% | -18.4% | -11.6% |
| 6M | +19.8% | +20.9% | -1.1% | +6.6% |
| YTD | +27.0% | +11.4% | +15.6% | +17.3% |
| 1Y | +52.5% | +25.9% | +26.5% | +30.8% |
| 3Y | +173.8% | +119.9% | +54.0% | +70.8% |
| 5Y | +104.5% | +61.7% | +42.8% | +48.1% |
| All | +122.8% | +475.8% | -353.0% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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