+126.4%
DAL vs NI
+137.0%
-10.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -2.0% |
| 7D | +3.4% | +2.3% | +1.1% | +2.4% |
| 30D | -13.6% | -1.7% | -11.9% | -13.0% |
| 3M | +1.2% | -8.0% | +9.2% | +4.7% |
| 6M | +34.5% | -8.6% | +43.1% | +39.2% |
| YTD | +14.7% | +2.3% | +12.3% | +12.7% |
| 1Y | +29.2% | +6.9% | +22.3% | +24.2% |
| 3Y | +100.0% | +70.6% | +29.4% | +54.7% |
| 5Y | +106.3% | +96.4% | +9.9% | +48.2% |
| 10Y | +126.4% | +136.1% | -9.8% | +63.6% |
| All | +126.4% | +137.0% | -10.6% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded NI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling