+128.1%
DAL vs HRB
+246.2%
-118.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.2% | +8.5% | +6.5% |
| 7D | +10.0% | -2.4% | +12.5% | +10.9% |
| 30D | +12.0% | +15.7% | -3.7% | +5.7% |
| 3M | +0.8% | +11.4% | -10.6% | -4.7% |
| 6M | +26.2% | +40.7% | -14.5% | +7.9% |
| YTD | +33.7% | +21.0% | +12.7% | +19.2% |
| 1Y | +57.6% | +7.2% | +50.3% | +47.5% |
| 3Y | +183.5% | +29.2% | +154.3% | +132.9% |
| 5Y | +114.2% | +142.3% | -28.2% | +23.4% |
| 10Y | +128.1% | +253.1% | -124.9% | +5.2% |
| All | +128.1% | +246.2% | -118.1% | +5.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling