+1,980.5%
NOW vs DAL
+790.6%
+1,189.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.3% | -1.6% | -4.7% |
| 7D | -6.7% | +4.6% | -11.2% | -7.8% |
| 30D | -25.8% | +2.3% | -28.1% | -26.5% |
| 3M | -12.7% | -8.1% | -4.6% | -11.2% |
| 6M | +11.2% | +21.4% | -10.2% | +3.9% |
| YTD | -33.2% | +24.3% | -57.5% | -38.7% |
| 1Y | -41.8% | +47.4% | -89.2% | -49.4% |
| 3Y | -15.7% | +164.6% | -180.3% | -41.0% |
| 5Y | -26.0% | +100.2% | -126.3% | -45.0% |
| 10Y | +515.1% | +124.9% | +390.2% | +298.0% |
| All | +1,980.5% | +790.6% | +1,189.9% | +774.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling