+1,310.7%
DHR vs DAL
+329.9%
+980.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.6% |
| 3M | +11.5% | +1.1% | +10.4% | +11.0% |
| 6M | +1.9% | +26.2% | -24.4% | -2.5% |
| YTD | -8.9% | +16.4% | -25.3% | -11.9% |
| 1Y | +5.1% | +33.9% | -28.7% | -1.0% |
| 3Y | -10.3% | +93.4% | -103.7% | -22.2% |
| 5Y | -27.8% | +106.4% | -134.1% | -39.3% |
| 10Y | +203.6% | +143.0% | +60.7% | +131.9% |
| All | +1,310.7% | +329.9% | +980.8% | +683.6% |
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