-18.6%
HAL vs DAL
+127.0%
-145.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -1.2% |
| 7D | -12.0% | +8.8% | -20.8% | -15.5% |
| 30D | +0.3% | +5.4% | -5.1% | -2.7% |
| 3M | -1.6% | -4.9% | +3.3% | -0.7% |
| 6M | -20.5% | +19.8% | -40.3% | -29.2% |
| YTD | +14.2% | +27.0% | -12.8% | -3.2% |
| 1Y | +18.9% | +52.5% | -33.6% | -8.4% |
| 3Y | -13.7% | +173.8% | -187.6% | -55.3% |
| 5Y | +42.2% | +104.5% | -62.4% | -19.7% |
| All | -18.6% | +127.0% | -145.5% | -54.9% |
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