+249.6%
HL vs DAL
+163.9%
+85.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.8% |
| 7D | -11.1% | -1.1% | -10.0% | -10.8% |
| 30D | -12.1% | +12.8% | -24.9% | -14.9% |
| 3M | -26.1% | -5.3% | -20.8% | -25.0% |
| 6M | -37.7% | +22.4% | -60.1% | -41.1% |
| YTD | -31.7% | +25.6% | -57.3% | -36.2% |
| 1Y | -11.6% | +45.5% | -57.1% | -20.1% |
| 3Y | +249.6% | +161.0% | +88.7% | +123.0% |
| All | +249.6% | +163.9% | +85.8% | +123.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling