+381.8%
DAL vs NDAQ
+1,121.0%
-739.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.6% | -1.7% | -2.8% |
| 7D | +4.6% | +1.2% | +3.4% | +4.0% |
| 30D | +2.3% | +15.8% | -13.5% | -6.3% |
| 3M | -8.1% | +13.4% | -21.5% | -15.0% |
| 6M | +21.4% | +20.9% | +0.5% | +6.9% |
| YTD | +24.3% | +11.1% | +13.2% | +13.9% |
| 1Y | +47.4% | +26.5% | +20.9% | +24.7% |
| 3Y | +164.6% | +121.5% | +43.1% | +59.0% |
| 5Y | +100.2% | +61.3% | +38.9% | +42.7% |
| 10Y | +124.9% | +480.0% | -355.1% | -30.4% |
| All | +381.8% | +1,121.0% | -739.2% | -19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling