+113.0%
DAL vs HRB
+143.9%
-30.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -5.1% |
| 7D | +1.4% | -7.8% | +9.2% | +2.8% |
| 30D | +9.1% | +15.7% | -6.7% | +6.0% |
| 3M | -3.5% | -5.5% | +2.0% | -2.7% |
| 6M | +23.4% | +41.1% | -17.8% | +13.9% |
| YTD | +26.0% | +20.4% | +5.7% | +21.0% |
| 1Y | +44.6% | +15.2% | +29.4% | +40.3% |
| 3Y | +162.7% | +24.3% | +138.4% | +139.2% |
| 5Y | +113.0% | +144.7% | -31.7% | +52.2% |
| All | +113.0% | +143.9% | -30.9% | +52.2% |
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 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