+28.8%
DAL vs NTRS
+48.6%
-19.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.6% |
| 7D | -0.6% | +0.3% | -1.0% | -0.9% |
| 30D | -13.5% | +0.2% | -13.6% | -13.6% |
| 3M | +2.6% | +13.2% | -10.6% | -6.4% |
| 6M | +32.7% | +36.9% | -4.3% | +3.0% |
| YTD | +13.6% | +39.1% | -25.5% | -13.1% |
| 1Y | +28.8% | +50.4% | -21.6% | -7.7% |
| All | +28.8% | +48.6% | -19.8% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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