+211.4%
NVO vs DAL
+108.8%
+102.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.2% | +4.2% | -0.4% |
| 7D | +0.9% | +1.4% | -0.5% | +0.7% |
| 30D | +6.8% | +9.1% | -2.3% | +5.6% |
| 3M | -11.3% | -3.5% | -7.8% | -11.0% |
| 6M | -12.4% | +23.4% | -35.8% | -14.9% |
| YTD | -16.1% | +26.0% | -42.2% | -18.9% |
| 1Y | -15.1% | +44.6% | -59.7% | -19.3% |
| 3Y | -56.2% | +162.7% | -218.9% | -61.4% |
| 5Y | -19.4% | +113.0% | -132.4% | -28.6% |
| All | +211.4% | +108.8% | +102.6% | +179.2% |
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