+119.1%
DAL vs HAS
+51.6%
+67.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | +10.7% | +3.3% | +7.4% | +9.3% |
| 30D | +12.5% | +30.5% | -18.0% | +0.3% |
| 3M | +3.6% | +29.9% | -26.2% | -7.6% |
| 6M | +26.7% | +26.5% | +0.2% | +13.2% |
| YTD | +34.3% | +51.9% | -17.7% | +9.6% |
| 1Y | +59.1% | +60.9% | -1.8% | +26.5% |
| 3Y | +179.9% | +215.0% | -35.1% | +61.1% |
| 5Y | +119.1% | +51.5% | +67.6% | +87.1% |
| All | +119.1% | +51.6% | +67.6% | +87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling