+11.5%
NEE vs DAL
+110.1%
-98.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -2.1% | -1.1% | -1.0% | -2.0% |
| 30D | +8.6% | +12.8% | -4.2% | +7.3% |
| 3M | -0.3% | -5.3% | +5.0% | +0.1% |
| 6M | -8.9% | +22.4% | -31.3% | -11.0% |
| YTD | +8.3% | +25.6% | -17.3% | +5.1% |
| 1Y | +4.3% | +45.5% | -41.2% | -0.5% |
| 3Y | +70.7% | +161.0% | -90.2% | +45.1% |
| All | +11.5% | +110.1% | -98.7% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling