+128.1%
DAL vs NI
+179.8%
-51.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.1% | +3.2% | +4.4% |
| 7D | +10.0% | +0.4% | +9.6% | +9.9% |
| 30D | +12.0% | +11.3% | +0.7% | +7.0% |
| 3M | +0.8% | +6.5% | -5.7% | -1.9% |
| 6M | +26.2% | -2.3% | +28.4% | +27.0% |
| YTD | +33.7% | +10.8% | +22.9% | +26.9% |
| 1Y | +57.6% | +6.2% | +51.3% | +52.3% |
| 3Y | +183.5% | +98.7% | +84.8% | +105.1% |
| 5Y | +114.2% | +111.3% | +2.8% | +48.5% |
| 10Y | +128.1% | +178.1% | -50.0% | +60.3% |
| All | +128.1% | +179.8% | -51.7% | +60.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling