+161.0%
DAL vs NXT
+175.5%
-14.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.9% | -0.6% |
| 7D | -1.1% | -9.4% | +8.3% | +0.6% |
| 30D | +12.8% | +15.1% | -2.3% | +10.1% |
| 3M | -5.3% | -9.1% | +3.8% | -4.3% |
| 6M | +22.4% | -30.3% | +52.7% | +27.4% |
| YTD | +25.6% | +9.1% | +16.5% | +21.3% |
| 1Y | +45.5% | +7.9% | +37.6% | +40.6% |
| 3Y | +161.0% | +176.5% | -15.5% | +120.6% |
| All | +161.0% | +175.5% | -14.6% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 3y: compounded portfolio wealth divided by compounded NXT 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…
3y analysis · Full analysis span regression · 6 months rolling