-14.9%
HAL vs DAL
+108.0%
-122.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.5% | +3.3% |
| 7D | +6.1% | -1.1% | +7.2% | +6.4% |
| 30D | +2.9% | +12.8% | -9.9% | -3.3% |
| 3M | +3.3% | -5.3% | +8.6% | +4.4% |
| 6M | -16.9% | +22.4% | -39.3% | -26.9% |
| YTD | +21.2% | +25.6% | -4.4% | +3.0% |
| 1Y | +27.5% | +45.5% | -18.0% | +0.6% |
| 3Y | -6.4% | +161.0% | -167.4% | -50.3% |
| 5Y | +58.0% | +112.2% | -54.2% | -13.2% |
| All | -14.9% | +108.0% | -122.9% | -53.9% |
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