+2,622.7%
NVDL vs DAL
+129.7%
+2,493.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.6% |
| 7D | -0.8% | +0.8% | -1.6% | -1.3% |
| 30D | +3.4% | -11.7% | +15.1% | +12.7% |
| 3M | +8.1% | -2.7% | +10.9% | +9.2% |
| 6M | +31.9% | +30.7% | +1.2% | +6.1% |
| YTD | +21.1% | +14.4% | +6.7% | +6.7% |
| 1Y | +34.0% | +31.2% | +2.8% | +4.4% |
| 3Y | +677.9% | +99.4% | +578.5% | +284.0% |
| All | +2,622.7% | +129.7% | +2,493.0% | +966.7% |
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