+102.7%
NOK vs DAL
+105.9%
-3.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +9.3% | +0.8% | +8.6% | +9.1% |
| 30D | +17.9% | -11.7% | +29.6% | +21.9% |
| 3M | -22.3% | -2.7% | -19.6% | -21.7% |
| 6M | +36.4% | +30.7% | +5.7% | +26.2% |
| YTD | +66.3% | +14.4% | +51.9% | +58.7% |
| 1Y | +134.4% | +31.2% | +103.2% | +113.8% |
| 3Y | +186.6% | +99.4% | +87.1% | +113.3% |
| 5Y | +102.7% | +98.6% | +4.1% | +42.7% |
| All | +102.7% | +105.9% | -3.2% | +42.7% |
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