+392.2%
DAL vs HRB
+371.1%
+21.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.2% | +6.4% | +4.1% |
| 7D | +8.8% | +2.7% | +6.1% | +7.5% |
| 30D | +5.4% | +22.1% | -16.7% | -4.2% |
| 3M | -4.9% | +15.7% | -20.6% | -12.8% |
| 6M | +19.8% | +83.3% | -63.5% | -14.1% |
| YTD | +27.0% | +25.0% | +2.0% | +7.7% |
| 1Y | +52.5% | +6.9% | +45.5% | +39.0% |
| 3Y | +173.8% | +39.0% | +134.8% | +108.4% |
| 5Y | +104.5% | +146.4% | -41.9% | +9.8% |
| 10Y | +129.7% | +254.4% | -124.7% | -9.0% |
| All | +392.2% | +371.1% | +21.1% | +33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling