+105.0%
DAL vs NI
+196.3%
-91.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.6% | -5.8% | -5.5% |
| 7D | +1.4% | +3.1% | -1.7% | +0.1% |
| 30D | +9.1% | +11.2% | -2.1% | +4.2% |
| 3M | -3.5% | +9.8% | -13.3% | -7.4% |
| 6M | +23.4% | -1.6% | +25.0% | +23.8% |
| YTD | +26.0% | +12.6% | +13.4% | +18.7% |
| 1Y | +44.6% | +7.8% | +36.8% | +38.9% |
| 3Y | +162.7% | +100.5% | +62.2% | +89.0% |
| 5Y | +113.0% | +114.4% | -1.4% | +46.5% |
| All | +105.0% | +196.3% | -91.3% | +41.5% |
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