+49.6%
NU vs DAL
+175.7%
-126.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.3% | -2.5% | +1.0% |
| 7D | +6.4% | +10.0% | -3.7% | +2.9% |
| 30D | -23.3% | +12.0% | -35.4% | -26.5% |
| 3M | -10.7% | +0.8% | -11.5% | -11.3% |
| 6M | -10.4% | +26.2% | -36.6% | -17.8% |
| YTD | -26.2% | +33.7% | -59.9% | -34.0% |
| 1Y | -22.1% | +57.6% | -79.7% | -34.2% |
| 3Y | +49.6% | +183.5% | -133.8% | -6.1% |
| All | +49.6% | +175.7% | -126.1% | -6.1% |
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