+58.4%
DAL vs NI
+6.6%
+51.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.1% | +3.2% | +4.8% |
| 7D | +10.0% | +0.4% | +9.6% | +9.9% |
| 30D | +12.0% | +11.3% | +0.7% | +10.6% |
| 3M | +0.8% | +6.5% | -5.7% | 0.0% |
| 6M | +26.2% | -2.3% | +28.4% | +26.2% |
| YTD | +33.7% | +10.8% | +22.9% | +33.9% |
| All | +58.4% | +6.6% | +51.9% | +60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling