+126.4%
DAL vs HRB
+213.0%
-86.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.5% | +5.0% | +0.9% |
| 7D | +3.4% | -9.1% | +12.4% | +7.0% |
| 30D | -13.6% | +0.3% | -13.8% | -14.5% |
| 3M | +1.2% | +23.4% | -22.2% | -8.3% |
| 6M | +34.5% | +45.1% | -10.6% | +11.7% |
| YTD | +14.7% | +8.9% | +5.8% | +6.9% |
| 1Y | +29.2% | -7.9% | +37.2% | +28.7% |
| 3Y | +100.0% | +27.9% | +72.0% | +63.8% |
| 5Y | +106.3% | +108.3% | -2.0% | +27.4% |
| 10Y | +126.4% | +208.4% | -82.1% | +8.4% |
| All | +126.4% | +213.0% | -86.6% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HRB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling