+514.0%
NOW vs DAL
+108.0%
+405.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +0.3% | -1.1% | +1.4% | +0.5% |
| 30D | -27.0% | +12.8% | -39.8% | -29.3% |
| 3M | -19.6% | -5.3% | -14.4% | -19.0% |
| 6M | +17.5% | +22.4% | -4.9% | +10.4% |
| YTD | -33.3% | +25.6% | -58.9% | -38.4% |
| 1Y | -39.8% | +45.5% | -85.3% | -46.7% |
| 3Y | -19.9% | +161.0% | -180.9% | -41.7% |
| 5Y | -26.1% | +112.2% | -138.3% | -44.3% |
| All | +514.0% | +108.0% | +405.9% | +363.2% |
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