+504.6%
NOW vs DAL
+136.2%
+368.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.5% | -0.5% |
| 7D | -3.1% | +10.0% | -13.1% | -5.4% |
| 30D | -27.0% | +12.0% | -39.1% | -29.2% |
| 3M | -17.7% | +0.8% | -18.5% | -18.3% |
| 6M | +12.7% | +26.2% | -13.5% | +5.2% |
| YTD | -32.9% | +33.7% | -66.6% | -39.0% |
| 1Y | -40.4% | +57.6% | -98.0% | -48.2% |
| 3Y | -17.1% | +183.5% | -200.6% | -40.8% |
| 5Y | -25.7% | +114.2% | -139.8% | -44.3% |
| 10Y | +504.6% | +128.1% | +376.5% | +345.0% |
| All | +504.6% | +136.2% | +368.4% | +345.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling