+248.5%
DHR vs DAL
+108.8%
+139.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.2% | +3.9% | -0.4% |
| 7D | +2.6% | +1.4% | +1.2% | +2.3% |
| 30D | +4.2% | +9.1% | -4.9% | +2.5% |
| 3M | +13.0% | -3.5% | +16.5% | +13.4% |
| 6M | +40.2% | +23.4% | +16.8% | +34.6% |
| YTD | +2.0% | +26.0% | -24.0% | -2.8% |
| 1Y | +6.6% | +44.6% | -38.0% | -0.8% |
| 3Y | +19.9% | +162.7% | -142.8% | -0.8% |
| 5Y | -11.7% | +113.0% | -124.7% | -26.1% |
| All | +248.5% | +108.8% | +139.7% | +196.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling