+9.8%
DHR vs DAL
+47.1%
-37.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.4% | +1.3% |
| 7D | -0.9% | +8.8% | -9.6% | -2.6% |
| 30D | +5.4% | +5.4% | 0.0% | +4.1% |
| 3M | +15.3% | -4.9% | +20.3% | +16.4% |
| 6M | +32.1% | +19.8% | +12.3% | +25.8% |
| YTD | +1.2% | +27.0% | -25.8% | -6.8% |
| All | +9.8% | +47.1% | -37.3% | -2.5% |
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