+48.8%
NU vs DAL
+117.3%
-68.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.9% |
| 7D | +7.5% | +0.1% | +7.4% | +7.4% |
| 30D | +6.1% | -13.9% | +20.1% | +14.5% |
| 3M | +26.8% | +1.1% | +25.7% | +25.3% |
| 6M | +2.5% | +26.2% | -23.8% | -10.3% |
| YTD | -8.2% | +16.4% | -24.6% | -16.9% |
| 1Y | +3.4% | +33.9% | -30.5% | -14.2% |
| 3Y | +116.2% | +93.4% | +22.8% | +28.4% |
| All | +48.8% | +117.3% | -68.5% | -17.9% |
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