+499.2%
NOW vs DAL
+127.0%
+372.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.5% | -0.9% |
| 7D | -3.0% | +8.8% | -11.8% | -5.0% |
| 30D | -26.0% | +5.4% | -31.4% | -27.1% |
| 3M | -13.1% | -4.9% | -8.2% | -12.5% |
| 6M | +14.5% | +19.8% | -5.3% | +8.3% |
| YTD | -33.4% | +27.0% | -60.4% | -38.6% |
| 1Y | -40.6% | +52.5% | -93.1% | -48.0% |
| 3Y | -16.3% | +173.8% | -190.2% | -39.7% |
| 5Y | -26.3% | +104.5% | -130.9% | -44.1% |
| All | +499.2% | +127.0% | +372.2% | +343.5% |
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 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