+495.9%
HPE vs DAL
+128.9%
+367.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.3% | +8.4% |
| 7D | +10.1% | +3.4% | +6.8% | +8.6% |
| 30D | +5.3% | -13.6% | +18.8% | +11.6% |
| 3M | +12.7% | +1.2% | +11.5% | +11.5% |
| 6M | +167.7% | +34.5% | +133.2% | +134.1% |
| YTD | +135.5% | +14.7% | +120.8% | +118.6% |
| 1Y | +143.4% | +29.2% | +114.1% | +114.2% |
| 3Y | +249.2% | +100.0% | +149.2% | +147.9% |
| 5Y | +343.8% | +106.3% | +237.5% | +198.7% |
| 10Y | +495.9% | +126.4% | +369.5% | +262.5% |
| All | +495.9% | +128.9% | +367.0% | +262.5% |
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 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