+47.4%
HAL vs DAL
+118.7%
-71.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -6.5% | +10.7% | -17.2% | -8.7% |
| 30D | -2.1% | +12.5% | -14.6% | -5.0% |
| 3M | -4.9% | +3.6% | -8.5% | -6.1% |
| 6M | -19.3% | +26.7% | -46.0% | -25.0% |
| YTD | +14.3% | +34.3% | -20.0% | +3.4% |
| 1Y | +17.3% | +59.1% | -41.8% | +0.6% |
| 3Y | -10.9% | +179.9% | -190.8% | -38.5% |
| 5Y | +47.4% | +119.1% | -71.7% | +10.7% |
| All | +47.4% | +118.7% | -71.3% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling