+244.2%
HL vs DAL
+106.7%
+137.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.3% | -3.0% |
| 7D | +1.5% | +0.1% | +1.3% | +1.5% |
| 30D | +25.1% | -13.9% | +39.0% | +30.2% |
| 3M | +22.9% | +1.1% | +21.8% | +22.1% |
| 6M | -4.9% | +26.2% | -31.1% | -11.4% |
| YTD | +7.8% | +16.4% | -8.6% | +2.4% |
| 1Y | +133.9% | +33.9% | +100.0% | +113.7% |
| 3Y | +380.9% | +93.4% | +287.5% | +273.3% |
| All | +244.2% | +106.7% | +137.5% | +143.3% |
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 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