+351.3%
DAL vs NI
+769.4%
-418.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.5% | +2.2% |
| 7D | +0.1% | +2.0% | -1.9% | -1.1% |
| 30D | -13.9% | -3.5% | -10.4% | -12.1% |
| 3M | +1.1% | -9.1% | +10.2% | +6.6% |
| 6M | +26.2% | -11.8% | +38.1% | +35.2% |
| YTD | +16.4% | +1.1% | +15.3% | +14.4% |
| 1Y | +33.9% | +6.7% | +27.2% | +26.8% |
| 3Y | +93.4% | +71.1% | +22.3% | +34.6% |
| 5Y | +106.4% | +94.3% | +12.0% | +29.7% |
| 10Y | +143.0% | +135.8% | +7.2% | +23.4% |
| All | +351.3% | +769.4% | -418.1% | -46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling