+28.0%
NU vs DAL
+134.4%
-106.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.3% | +12.1% | +11.9% |
| 7D | +9.9% | -1.1% | +11.0% | +10.4% |
| 30D | -11.5% | +12.8% | -24.3% | -17.4% |
| 3M | -5.1% | -5.3% | +0.2% | -3.2% |
| 6M | +3.1% | +22.4% | -19.2% | -8.5% |
| YTD | -21.0% | +25.6% | -46.6% | -31.8% |
| 1Y | -15.2% | +45.5% | -60.7% | -32.5% |
| 3Y | +56.4% | +161.0% | -104.5% | -25.7% |
| All | +28.0% | +134.4% | -106.5% | -32.6% |
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 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