+102.9%
DAL vs NI
+104.4%
-1.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.8% | +2.4% |
| 7D | +8.8% | -0.9% | +9.7% | +9.3% |
| 30D | +5.4% | +9.6% | -4.2% | +1.7% |
| 3M | -4.9% | +2.5% | -7.4% | -5.8% |
| 6M | +19.8% | -5.8% | +25.7% | +22.4% |
| YTD | +27.0% | +8.6% | +18.4% | +21.8% |
| 1Y | +52.5% | +6.0% | +46.5% | +47.6% |
| 3Y | +173.8% | +91.0% | +82.8% | +104.0% |
| All | +102.9% | +104.4% | -1.5% | +30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling