+570.0%
NBIS vs DAL
+72.5%
+497.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -5.5% |
| 7D | -11.6% | +10.7% | -22.3% | -17.2% |
| 30D | -39.4% | +12.5% | -51.9% | -43.8% |
| 3M | -27.2% | +3.6% | -30.9% | -28.8% |
| 6M | -24.3% | +26.7% | -51.0% | -35.3% |
| YTD | +60.1% | +34.3% | +25.8% | +31.0% |
| 1Y | +21.9% | +59.1% | -37.3% | -10.9% |
| All | +570.0% | +72.5% | +497.5% | +331.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling