-0.8%
NU vs DAL
+29.6%
-30.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.3% |
| 7D | +6.0% | +3.4% | +2.6% | +4.8% |
| 30D | +10.8% | -13.6% | +24.3% | +16.4% |
| 3M | +32.2% | +1.2% | +30.9% | +30.9% |
| 6M | +5.1% | +34.5% | -29.4% | -4.4% |
| YTD | -8.4% | +14.7% | -23.1% | -13.7% |
| All | -0.8% | +29.6% | -30.4% | -9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling