-26.0%
NOW vs DAL
+103.7%
-129.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.3% | -1.6% | -4.6% |
| 7D | -6.7% | +4.6% | -11.2% | -8.0% |
| 30D | -25.8% | +2.3% | -28.1% | -26.6% |
| 3M | -12.7% | -8.1% | -4.6% | -10.9% |
| 6M | +11.2% | +21.4% | -10.2% | +2.7% |
| YTD | -33.2% | +24.3% | -57.5% | -39.7% |
| 1Y | -41.8% | +47.4% | -89.2% | -51.0% |
| 3Y | -15.7% | +164.6% | -180.3% | -49.7% |
| 5Y | -26.0% | +100.2% | -126.3% | -52.3% |
| All | -26.0% | +103.7% | -129.7% | -52.3% |
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