+161.0%
DAL vs NI
+102.7%
+58.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.5% |
| 7D | -1.1% | +4.3% | -5.4% | -2.6% |
| 30D | +12.8% | +12.4% | +0.5% | +8.4% |
| 3M | -5.3% | +10.2% | -15.4% | -8.4% |
| 6M | +22.4% | -0.8% | +23.2% | +22.5% |
| YTD | +25.6% | +13.2% | +12.4% | +18.8% |
| 1Y | +45.5% | +10.1% | +35.4% | +39.2% |
| 3Y | +161.0% | +103.1% | +57.9% | +95.6% |
| All | +161.0% | +102.7% | +58.3% | +95.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling