+125.0%
NU vs DAL
+99.7%
+25.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.6% |
| 7D | +7.5% | +0.1% | +7.4% | +7.4% |
| 30D | +6.1% | -13.9% | +20.1% | +11.7% |
| 3M | +26.8% | +1.1% | +25.7% | +25.9% |
| 6M | +2.5% | +26.2% | -23.8% | -5.8% |
| YTD | -8.2% | +16.4% | -24.6% | -13.7% |
| 1Y | +3.4% | +33.9% | -30.5% | -7.8% |
| All | +125.0% | +99.7% | +25.3% | +73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling