+1,463.3%
NVDL vs DAL
+167.1%
+1,296.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.0% | +6.8% | +6.5% |
| 7D | -26.2% | +2.3% | -28.5% | -27.3% |
| 30D | -43.2% | +14.3% | -57.5% | -48.7% |
| 3M | -40.5% | +1.3% | -41.8% | -41.7% |
| 6M | -45.4% | +29.3% | -74.7% | -55.7% |
| YTD | -30.5% | +33.0% | -63.5% | -45.4% |
| 1Y | -37.1% | +59.8% | -96.9% | -57.3% |
| 3Y | +318.7% | +177.2% | +141.5% | +57.4% |
| All | +1,463.3% | +167.1% | +1,296.2% | +446.4% |
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