+59.1%
DAL vs HWM
+5.1%
+54.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | 0.0% |
| 7D | +10.7% | -1.8% | +12.5% | +11.1% |
| 30D | +12.5% | -2.7% | +15.2% | +13.0% |
| 3M | +3.6% | -22.7% | +26.4% | +14.2% |
| 6M | +26.7% | -18.9% | +45.7% | +35.1% |
| YTD | +34.3% | +7.1% | +27.2% | +27.9% |
| 1Y | +59.1% | +4.7% | +54.5% | +53.2% |
| All | +59.1% | +5.1% | +54.0% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 1y: compounded portfolio wealth divided by compounded HWM 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…
1y analysis · Full analysis span regression · 6 months rolling