+77.5%
DAL vs NVT
+445.0%
-367.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +8.0% | -5.8% | -2.3% |
| 7D | +8.8% | -15.7% | +24.5% | +17.4% |
| 30D | +5.4% | -36.6% | +42.0% | +32.4% |
| 3M | -4.9% | -34.8% | +29.9% | +15.8% |
| 6M | +19.8% | -38.2% | +58.1% | +47.2% |
| YTD | +27.0% | +4.8% | +22.2% | +9.1% |
| 1Y | +52.5% | -2.8% | +55.2% | +36.6% |
| 3Y | +173.8% | +119.5% | +54.3% | +28.1% |
| 5Y | +104.5% | +204.7% | -100.2% | -26.9% |
| All | +77.5% | +445.0% | -367.5% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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