+105.8%
DAL vs HRB
+126.2%
-20.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.0% | +5.8% | +2.6% |
| 7D | +0.1% | -5.7% | +5.8% | +1.3% |
| 30D | -13.9% | +7.9% | -21.8% | -15.6% |
| 3M | +1.1% | +32.1% | -31.0% | -5.4% |
| 6M | +26.2% | +62.2% | -36.0% | +11.5% |
| YTD | +16.4% | +16.4% | 0.0% | +12.4% |
| 1Y | +33.9% | -0.3% | +34.1% | +34.4% |
| 3Y | +93.4% | +36.0% | +57.3% | +69.1% |
| All | +105.8% | +126.2% | -20.4% | +48.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling