+218.9%
NVO vs DAL
+108.0%
+110.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.8% | +2.5% |
| 7D | +3.3% | -1.1% | +4.4% | +3.4% |
| 30D | +9.2% | +12.8% | -3.6% | +7.5% |
| 3M | -9.8% | -5.3% | -4.5% | -9.2% |
| 6M | -10.4% | +22.4% | -32.8% | -12.9% |
| YTD | -14.1% | +25.6% | -39.7% | -16.9% |
| 1Y | -11.1% | +45.5% | -56.6% | -15.5% |
| 3Y | -54.9% | +161.0% | -215.9% | -60.3% |
| 5Y | -17.4% | +112.2% | -129.7% | -26.8% |
| All | +218.9% | +108.0% | +110.8% | +186.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling