+692.2%
NVDL vs DAL
+98.4%
+593.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.0% |
| 7D | +7.3% | +3.4% | +3.9% | +5.0% |
| 30D | -0.7% | -13.6% | +12.9% | +9.4% |
| 3M | +9.5% | +1.2% | +8.3% | +7.4% |
| 6M | +41.6% | +34.5% | +7.1% | +12.9% |
| YTD | +23.3% | +14.7% | +8.7% | +9.2% |
| 1Y | +40.3% | +29.2% | +11.0% | +11.9% |
| 3Y | +692.2% | +100.0% | +592.2% | +283.6% |
| All | +692.2% | +98.4% | +593.8% | +283.6% |
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