+129.2%
HPE vs DAL
+32.1%
+97.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.8% | -6.3% | -5.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -2.3% | -13.9% | +11.6% | +2.9% |
| 3M | -2.9% | +1.1% | -3.9% | -3.6% |
| 6M | +143.6% | +26.2% | +117.3% | +119.0% |
| YTD | +118.5% | +16.4% | +102.1% | +101.7% |
| 1Y | +129.2% | +33.9% | +95.4% | +96.4% |
| All | +129.2% | +32.1% | +97.1% | +96.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling