+11.4%
NEE vs DAL
+57.1%
-45.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +7.2% | -2.3% | +4.6% |
| 7D | +9.2% | +11.1% | -1.9% | +8.8% |
| 30D | +16.0% | +7.7% | +8.2% | +15.5% |
| 3M | +2.2% | -3.5% | +5.7% | +1.9% |
| 6M | -6.0% | +31.3% | -37.3% | -6.1% |
| YTD | +12.6% | +30.0% | -17.4% | +11.8% |
| 1Y | +11.4% | +62.1% | -50.7% | +10.8% |
| All | +11.4% | +57.1% | -45.7% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling