+23.4%
DAL vs HRB
+41.6%
-18.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -5.2% |
| 7D | +1.4% | -7.8% | +9.2% | +1.6% |
| 30D | +9.1% | +15.7% | -6.7% | +9.0% |
| 3M | -3.5% | -5.5% | +2.0% | -3.4% |
| 6M | +23.4% | +41.1% | -17.8% | +22.3% |
| All | +23.4% | +41.6% | -18.2% | +22.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling