+98.5%
DAL vs HRB
+36.4%
+62.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.0% | +5.8% | +2.2% |
| 7D | +0.1% | -5.7% | +5.8% | +0.6% |
| 30D | -13.9% | +7.9% | -21.8% | -14.7% |
| 3M | +1.1% | +32.1% | -31.0% | -2.0% |
| 6M | +26.2% | +62.2% | -36.0% | +19.1% |
| YTD | +16.4% | +16.4% | 0.0% | +16.0% |
| 1Y | +33.9% | -0.3% | +34.1% | +36.5% |
| All | +98.5% | +36.4% | +62.1% | +83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling