+859.8%
NEE vs DAL
+368.9%
+490.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.6% | -1.7% |
| 7D | +3.9% | +8.8% | -4.9% | +3.0% |
| 30D | +12.8% | +5.4% | +7.4% | +12.2% |
| 3M | +3.6% | -4.9% | +8.5% | +4.0% |
| 6M | -7.5% | +19.8% | -27.3% | -9.4% |
| YTD | +10.7% | +27.0% | -16.3% | +7.3% |
| 1Y | +9.1% | +52.5% | -43.4% | +3.8% |
| 3Y | +61.0% | +173.8% | -112.8% | +41.6% |
| 5Y | +16.3% | +104.5% | -88.3% | +4.0% |
| 10Y | +264.6% | +129.7% | +134.9% | +208.6% |
| All | +859.8% | +368.9% | +490.9% | +571.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling