+105.3%
HAL vs DAL
+106.7%
-1.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.0% |
| 7D | +2.9% | +0.1% | +2.8% | +2.9% |
| 30D | +17.0% | -13.9% | +31.0% | +21.0% |
| 3M | -9.7% | +1.1% | -10.7% | -10.7% |
| 6M | +8.6% | +26.2% | -17.6% | 0.0% |
| YTD | +33.0% | +16.4% | +16.6% | +24.7% |
| 1Y | +68.3% | +33.9% | +34.5% | +50.6% |
| 3Y | +0.1% | +93.4% | -93.3% | -23.3% |
| All | +105.3% | +106.7% | -1.4% | +51.4% |
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