+127.3%
DAL vs NXT
+228.5%
-101.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.7% | +2.3% | -3.2% |
| 7D | +4.6% | +24.7% | -20.2% | +0.7% |
| 30D | +2.3% | +13.0% | -10.7% | +0.1% |
| 3M | -8.1% | -0.2% | -7.9% | -8.5% |
| 6M | +21.4% | -19.3% | +40.7% | +23.4% |
| YTD | +24.3% | +14.3% | +10.0% | +18.9% |
| 1Y | +47.4% | -11.0% | +58.3% | +45.9% |
| 3Y | +164.6% | +167.8% | -3.1% | +114.0% |
| All | +127.3% | +228.5% | -101.2% | +73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling