+28.8%
DAL vs NRG
-27.1%
+55.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | +0.2% |
| 7D | -0.6% | -0.2% | -0.5% | -0.7% |
| 30D | -13.5% | -6.8% | -6.7% | -12.0% |
| 3M | +2.6% | -7.1% | +9.7% | +2.3% |
| 6M | +32.7% | -27.6% | +60.2% | +41.5% |
| YTD | +13.6% | -29.2% | +42.8% | +20.8% |
| 1Y | +28.8% | -29.9% | +58.7% | +38.7% |
| All | +28.8% | -27.1% | +55.9% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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