+351.3%
DAL vs NDAQ
+1,003.6%
-652.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.9% |
| 7D | +0.1% | -2.4% | +2.6% | +1.5% |
| 30D | -13.9% | +2.5% | -16.4% | -15.3% |
| 3M | +1.1% | +9.9% | -8.8% | -5.4% |
| 6M | +26.2% | +9.4% | +16.8% | +17.8% |
| YTD | +16.4% | +0.4% | +16.0% | +13.6% |
| 1Y | +33.9% | +4.0% | +29.8% | +27.5% |
| 3Y | +93.4% | +94.4% | -1.0% | +25.6% |
| 5Y | +106.4% | +56.7% | +49.6% | +49.3% |
| 10Y | +143.0% | +375.3% | -232.3% | -15.0% |
| All | +351.3% | +1,003.6% | -652.3% | -19.4% |
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