+122.8%
DAL vs HRB
+249.6%
-126.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.2% | +6.4% | +3.7% |
| 7D | +8.8% | +2.7% | +6.1% | +7.7% |
| 30D | +5.4% | +22.1% | -16.7% | -2.4% |
| 3M | -4.9% | +15.7% | -20.6% | -11.3% |
| 6M | +19.8% | +83.3% | -63.5% | -8.9% |
| YTD | +27.0% | +25.0% | +2.0% | +12.0% |
| 1Y | +52.5% | +6.9% | +45.5% | +43.3% |
| 3Y | +173.8% | +39.0% | +134.8% | +118.1% |
| 5Y | +104.5% | +146.4% | -41.9% | +17.7% |
| All | +122.8% | +249.6% | -126.8% | +3.2% |
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