+164.1%
HON vs DAL
+136.2%
+27.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.3% | -1.2% | +2.4% |
| 7D | +2.3% | +10.0% | -7.7% | -0.7% |
| 30D | +10.2% | +12.0% | -1.8% | +6.2% |
| 3M | -6.7% | +0.8% | -7.5% | -7.3% |
| 6M | +3.3% | +26.2% | -22.9% | -4.6% |
| YTD | +13.4% | +33.7% | -20.3% | +2.0% |
| 1Y | +14.7% | +57.6% | -42.9% | -2.4% |
| 3Y | +33.4% | +183.5% | -150.1% | -12.2% |
| 5Y | +12.7% | +114.2% | -101.4% | -21.6% |
| 10Y | +164.1% | +128.1% | +36.0% | +65.1% |
| All | +164.1% | +136.2% | +27.9% | +65.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling