+102.9%
DAL vs HRB
+145.8%
-42.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.2% | +6.4% | +2.9% |
| 7D | +8.8% | +2.7% | +6.1% | +8.3% |
| 30D | +5.4% | +22.1% | -16.7% | +1.5% |
| 3M | -4.9% | +15.7% | -20.6% | -8.0% |
| 6M | +19.8% | +83.3% | -63.5% | +4.0% |
| YTD | +27.0% | +25.0% | +2.0% | +21.1% |
| 1Y | +52.5% | +6.9% | +45.5% | +51.4% |
| 3Y | +173.8% | +39.0% | +134.8% | +141.2% |
| All | +102.9% | +145.8% | -42.9% | +44.4% |
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 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