+117.3%
DAL vs NVD
-98.9%
+216.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.5% | +7.6% | +1.4% |
| 7D | +8.8% | +16.8% | -8.0% | +11.4% |
| 30D | +5.4% | +54.3% | -48.9% | +12.4% |
| 3M | -4.9% | +24.3% | -29.2% | -1.0% |
| 6M | +19.8% | +0.6% | +19.3% | +22.7% |
| YTD | +27.0% | -27.7% | +54.7% | +26.0% |
| 1Y | +52.5% | -29.4% | +81.9% | +51.5% |
| 3Y | +173.8% | -98.8% | +272.7% | +79.9% |
| All | +117.3% | -98.9% | +216.1% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 5y: compounded portfolio wealth divided by compounded NVD 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…
5y analysis · Full analysis span regression · 6 months rolling