+351.3%
DAL vs XHB
+257.8%
+93.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.0% |
| 7D | +0.1% | -1.3% | +1.4% | +1.3% |
| 30D | -13.9% | -6.9% | -7.0% | -8.6% |
| 3M | +1.1% | -1.3% | +2.3% | +2.0% |
| 6M | +26.2% | -6.8% | +33.0% | +33.7% |
| YTD | +16.4% | +0.7% | +15.7% | +15.0% |
| 1Y | +33.9% | -11.2% | +45.1% | +46.7% |
| 3Y | +93.4% | +25.3% | +68.0% | +54.7% |
| 5Y | +106.4% | +37.3% | +69.0% | +49.4% |
| 10Y | +143.0% | +211.5% | -68.6% | -14.8% |
| All | +351.3% | +257.8% | +93.5% | -3.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling