+143.4%
HPE vs DAL
+30.9%
+112.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.3% | +8.3% |
| 7D | +10.1% | +3.4% | +6.8% | +8.7% |
| 30D | +5.3% | -13.6% | +18.8% | +10.7% |
| 3M | +12.7% | +1.2% | +11.5% | +11.8% |
| 6M | +167.7% | +34.5% | +133.2% | +134.9% |
| YTD | +135.5% | +14.7% | +120.8% | +118.4% |
| 1Y | +143.4% | +29.2% | +114.1% | +110.2% |
| All | +143.4% | +30.9% | +112.5% | +110.2% |
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