+514.6%
HON vs DAL
+329.9%
+184.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.5% |
| 7D | -3.6% | +0.1% | -3.7% | -3.6% |
| 30D | -15.3% | -13.9% | -1.3% | -12.2% |
| 3M | -7.9% | +1.1% | -9.0% | -8.3% |
| 6M | -18.1% | +26.2% | -44.3% | -23.0% |
| YTD | +3.8% | +16.4% | -12.6% | -0.9% |
| 1Y | +0.5% | +33.9% | -33.4% | -7.8% |
| 3Y | +19.8% | +93.4% | -73.6% | -2.9% |
| 5Y | +2.9% | +106.4% | -103.4% | -20.2% |
| 10Y | +134.6% | +143.0% | -8.3% | +66.3% |
| All | +514.6% | +329.9% | +184.7% | +202.5% |
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