-19.1%
HAL vs DAL
+136.2%
-155.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.3% | -5.1% | -2.2% |
| 7D | -7.9% | +10.0% | -17.9% | -12.0% |
| 30D | -2.1% | +12.0% | -14.1% | -7.6% |
| 3M | +0.4% | +0.8% | -0.4% | -1.3% |
| 6M | -19.2% | +26.2% | -45.4% | -29.8% |
| YTD | +14.4% | +33.7% | -19.3% | -5.3% |
| 1Y | +18.0% | +57.6% | -39.6% | -10.3% |
| 3Y | -9.7% | +183.5% | -193.2% | -53.8% |
| 5Y | +40.1% | +114.2% | -74.0% | -22.4% |
| 10Y | -19.1% | +128.1% | -147.2% | -56.3% |
| All | -19.1% | +136.2% | -155.3% | -56.3% |
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