+161.9%
DAL vs XHB
+34.8%
+127.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.7% | -3.5% | -3.8% |
| 7D | +1.4% | -2.4% | +3.8% | +3.4% |
| 30D | +9.1% | +7.1% | +2.0% | +3.4% |
| 3M | -3.5% | -6.0% | +2.5% | +1.4% |
| 6M | +23.4% | +2.1% | +21.3% | +21.4% |
| YTD | +26.0% | -0.6% | +26.6% | +26.0% |
| 1Y | +44.6% | -3.3% | +47.9% | +47.7% |
| All | +161.9% | +34.8% | +127.1% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling