+62.7%
DAL vs NVT
+699.2%
-636.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +0.2% |
| 7D | +0.1% | +5.1% | -5.0% | -2.9% |
| 30D | -13.9% | -3.7% | -10.2% | -12.4% |
| 3M | +1.1% | -10.1% | +11.2% | +5.0% |
| 6M | +26.2% | +37.5% | -11.2% | -1.3% |
| YTD | +16.4% | +53.7% | -37.3% | -16.1% |
| 1Y | +33.9% | +70.9% | -37.0% | -11.3% |
| 3Y | +93.4% | +180.4% | -87.0% | -16.7% |
| 5Y | +106.4% | +393.5% | -287.1% | -42.7% |
| All | +62.7% | +699.2% | -636.6% | -69.0% |
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