+1,501.3%
DHR vs DAL
+391.1%
+1,110.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | -0.2% |
| 7D | +0.2% | +2.3% | -2.2% | -0.2% |
| 30D | +6.4% | +14.3% | -7.9% | +3.9% |
| 3M | +13.6% | +1.3% | +12.3% | +13.1% |
| 6M | +41.9% | +29.3% | +12.6% | +35.1% |
| YTD | +3.4% | +33.0% | -29.6% | -2.4% |
| 1Y | +9.9% | +59.8% | -50.0% | +0.5% |
| 3Y | +21.6% | +177.2% | -155.6% | -0.7% |
| 5Y | -10.6% | +118.4% | -128.9% | -25.5% |
| 10Y | +245.2% | +121.4% | +123.8% | +167.6% |
| All | +1,501.3% | +391.1% | +1,110.3% | +768.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling