+98.5%
DAL vs NDAQ
+94.9%
+3.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.8% |
| 7D | +0.1% | -2.4% | +2.6% | +1.4% |
| 30D | -13.9% | +2.5% | -16.4% | -15.2% |
| 3M | +1.1% | +9.9% | -8.8% | -4.5% |
| 6M | +26.2% | +9.4% | +16.8% | +18.8% |
| YTD | +16.4% | +0.4% | +16.0% | +15.1% |
| 1Y | +33.9% | +4.0% | +29.8% | +28.5% |
| All | +98.5% | +94.9% | +3.6% | +33.0% |
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