+78.2%
DAL vs NTR
+83.8%
-5.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.1% | +4.1% | +4.8% |
| 7D | +10.0% | +3.0% | +7.1% | +8.8% |
| 30D | +12.0% | +7.1% | +4.9% | +8.9% |
| 3M | +0.8% | +13.1% | -12.3% | -4.7% |
| 6M | +26.2% | +7.6% | +18.6% | +20.6% |
| YTD | +33.7% | +20.0% | +13.7% | +18.5% |
| 1Y | +57.6% | +30.2% | +27.4% | +34.2% |
| 3Y | +183.5% | +46.8% | +136.7% | +119.3% |
| 5Y | +114.2% | +22.7% | +91.4% | +57.1% |
| All | +78.2% | +83.8% | -5.6% | -15.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling