+1,119.4%
NBIS vs DAL
+47.3%
+1,072.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.7% |
| 7D | +22.2% | +3.4% | +18.8% | +19.7% |
| 30D | +29.7% | -13.6% | +43.3% | +42.2% |
| 3M | +11.9% | +1.2% | +10.7% | +11.0% |
| 6M | +173.0% | +34.5% | +138.5% | +122.5% |
| YTD | +191.4% | +14.7% | +176.7% | +163.5% |
| 1Y | +280.7% | +29.2% | +251.5% | +216.0% |
| All | +1,119.4% | +47.3% | +1,072.1% | +767.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling