+351.3%
DAL vs HAS
+412.8%
-61.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.1% |
| 7D | +0.1% | -1.8% | +1.9% | +1.1% |
| 30D | -13.9% | +2.3% | -16.2% | -15.0% |
| 3M | +1.1% | +10.4% | -9.3% | -4.6% |
| 6M | +26.2% | -3.2% | +29.5% | +26.4% |
| YTD | +16.4% | +15.4% | +1.0% | +5.3% |
| 1Y | +33.9% | +18.8% | +15.1% | +18.7% |
| 3Y | +93.4% | +43.9% | +49.4% | +48.2% |
| 5Y | +106.4% | +13.9% | +92.5% | +75.5% |
| 10Y | +143.0% | +56.4% | +86.6% | +50.7% |
| All | +351.3% | +412.8% | -61.5% | +7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling