+123.5%
DAL vs HRB
+243.2%
-119.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +10.7% | -4.0% | +14.8% | +12.3% |
| 30D | +12.5% | +15.8% | -3.2% | +6.2% |
| 3M | +3.6% | +12.0% | -8.4% | -2.2% |
| 6M | +26.7% | +40.7% | -14.0% | +8.3% |
| YTD | +34.3% | +21.0% | +13.3% | +19.7% |
| 1Y | +59.1% | +11.7% | +47.5% | +46.4% |
| 3Y | +179.9% | +25.0% | +154.9% | +133.7% |
| 5Y | +119.1% | +141.0% | -21.9% | +26.6% |
| All | +123.5% | +243.2% | -119.6% | +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