+44.6%
DAL vs THC
+44.8%
-0.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.1% | -3.1% | -4.8% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +9.1% | +7.5% | +1.6% | +7.6% |
| 3M | -3.5% | +7.5% | -11.0% | -4.9% |
| 6M | +23.4% | +46.4% | -23.1% | +13.9% |
| YTD | +26.0% | +44.4% | -18.3% | +18.2% |
| 1Y | +44.6% | +43.4% | +1.2% | +35.6% |
| All | +44.6% | +44.8% | -0.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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