-16.8%
HAL vs DAL
+124.5%
-141.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.0% | +4.3% | +3.8% |
| 7D | -0.2% | +2.3% | -2.5% | -1.3% |
| 30D | +1.0% | +14.3% | -13.3% | -5.5% |
| 3M | -2.1% | +1.3% | -3.4% | -4.0% |
| 6M | -17.5% | +29.3% | -46.8% | -29.1% |
| YTD | +18.1% | +33.0% | -14.9% | -2.0% |
| 1Y | +19.7% | +59.8% | -40.1% | -9.7% |
| 3Y | -7.9% | +177.2% | -185.1% | -52.4% |
| 5Y | +53.1% | +118.4% | -65.3% | -16.4% |
| 10Y | -16.8% | +121.4% | -138.2% | -55.8% |
| All | -16.8% | +124.5% | -141.2% | -55.8% |
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