+5.1%
DHR vs DAL
+32.1%
-27.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -1.9% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | +4.0% | -13.9% | +17.9% | +6.9% |
| 3M | +11.5% | +1.1% | +10.4% | +10.8% |
| 6M | +1.9% | +26.2% | -24.4% | -3.4% |
| YTD | -8.9% | +16.4% | -25.3% | -13.1% |
| 1Y | +5.1% | +33.9% | -28.7% | -0.8% |
| All | +5.1% | +32.1% | -27.0% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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