+104.3%
DAL vs HAS
+97.5%
+6.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | 0.0% |
| 7D | -1.1% | +1.4% | -2.5% | -1.7% |
| 30D | +12.8% | +26.3% | -13.4% | +1.0% |
| 3M | -5.3% | +25.6% | -30.9% | -15.1% |
| 6M | +22.4% | +30.3% | -7.9% | +6.5% |
| YTD | +25.6% | +50.4% | -24.7% | +1.3% |
| 1Y | +45.5% | +57.7% | -12.2% | +14.7% |
| 3Y | +161.0% | +213.4% | -52.4% | +43.4% |
| 5Y | +112.2% | +49.1% | +63.2% | +64.7% |
| All | +104.3% | +97.5% | +6.8% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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