+83.7%
HL vs DAL
+368.9%
-285.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.1% | +1.6% |
| 7D | +8.9% | +8.8% | +0.1% | +7.4% |
| 30D | -10.1% | +5.4% | -15.5% | -10.8% |
| 3M | -7.0% | -4.9% | -2.1% | -6.2% |
| 6M | -18.8% | +19.8% | -38.6% | -21.5% |
| YTD | -23.1% | +27.0% | -50.1% | -26.6% |
| 1Y | +8.9% | +52.5% | -43.6% | +0.7% |
| 3Y | +255.0% | +173.8% | +81.2% | +189.0% |
| 5Y | +151.5% | +104.5% | +46.9% | +111.9% |
| 10Y | +138.4% | +129.7% | +8.7% | +89.9% |
| All | +83.7% | +368.9% | -285.2% | +18.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling