+392.2%
DAL vs NDAQ
+1,124.4%
-732.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.9% |
| 3M | -4.9% | +13.5% | -18.4% | -12.2% |
| 6M | +19.8% | +20.9% | -1.1% | +5.5% |
| YTD | +27.0% | +11.4% | +15.6% | +16.2% |
| 1Y | +52.5% | +25.9% | +26.5% | +29.4% |
| 3Y | +173.8% | +119.9% | +54.0% | +65.3% |
| 5Y | +104.5% | +61.7% | +42.8% | +45.6% |
| 10Y | +129.7% | +481.6% | -351.9% | -29.0% |
| All | +392.2% | +1,124.4% | -732.1% | -17.6% |
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