+161.0%
DAL vs NDAQ
+117.7%
+43.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -1.1% | +1.3% | -2.3% | -1.7% |
| 30D | +12.8% | +18.0% | -5.1% | +3.3% |
| 3M | -5.3% | +11.5% | -16.8% | -10.8% |
| 6M | +22.4% | +21.1% | +1.3% | +9.5% |
| YTD | +25.6% | +12.8% | +12.8% | +16.7% |
| 1Y | +45.5% | +25.7% | +19.8% | +24.1% |
| 3Y | +161.0% | +116.8% | +44.1% | +83.3% |
| All | +161.0% | +117.7% | +43.3% | +83.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling