+247.9%
DHR vs DAL
+136.2%
+111.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.3% | -3.2% | +1.2% |
| 7D | +3.1% | +10.0% | -6.9% | +1.5% |
| 30D | +7.0% | +12.0% | -5.1% | +4.8% |
| 3M | +15.0% | +0.8% | +14.2% | +14.6% |
| 6M | +37.9% | +26.2% | +11.7% | +31.9% |
| YTD | +3.3% | +33.7% | -30.4% | -2.5% |
| 1Y | +12.8% | +57.6% | -44.8% | +3.5% |
| 3Y | +22.4% | +183.5% | -161.1% | 0.0% |
| 5Y | -9.1% | +114.2% | -123.2% | -24.1% |
| 10Y | +247.9% | +128.1% | +119.8% | +194.4% |
| All | +247.9% | +136.2% | +111.7% | +194.4% |
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