-0.3%
AAL vs HD
-22.9%
+22.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | +0.1% |
| 7D | -0.3% | -1.2% | +0.9% | +0.6% |
| 30D | -19.0% | -11.1% | -7.9% | -11.1% |
| 3M | -5.1% | +2.0% | -7.1% | -5.2% |
| 6M | +15.5% | -10.5% | +25.9% | +21.8% |
| YTD | -15.8% | -6.9% | -8.9% | -10.6% |
| 1Y | -0.3% | -23.2% | +22.9% | +2.7% |
| All | -0.3% | -22.9% | +22.6% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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