+59.8%
DAL vs NTR
+24.1%
+35.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -1.1% |
| 7D | +2.3% | -0.6% | +2.9% | +2.2% |
| 30D | +14.3% | +5.4% | +8.9% | +15.5% |
| 3M | +1.3% | +7.3% | -6.0% | +2.9% |
| 6M | +29.3% | +2.2% | +27.1% | +30.6% |
| YTD | +33.0% | +18.9% | +14.1% | +32.1% |
| 1Y | +59.8% | +23.7% | +36.2% | +54.2% |
| All | +59.8% | +24.1% | +35.8% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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