+0.2%
AAL vs DHR
+4.1%
-3.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.2% |
| 7D | -0.9% | -5.0% | +4.1% | +0.3% |
| 30D | -16.0% | -3.3% | -12.6% | -15.2% |
| 3M | -4.2% | +9.4% | -13.7% | -7.7% |
| 6M | +15.7% | +3.2% | +12.5% | +13.8% |
| YTD | -16.2% | -12.0% | -4.1% | -13.5% |
| 1Y | +0.2% | +4.9% | -4.7% | +1.2% |
| All | +0.2% | +4.1% | -3.9% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 1y: compounded portfolio wealth divided by compounded DHR 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…
1y analysis · Full analysis span regression · 6 months rolling