+154.8%
HPQ vs DAL
+136.2%
+18.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -6.0% | -2.6% |
| 7D | -0.6% | +10.0% | -10.7% | -4.1% |
| 30D | -6.5% | +12.0% | -18.5% | -10.3% |
| 3M | -5.1% | +0.8% | -5.9% | -5.7% |
| 6M | +27.3% | +26.2% | +1.1% | +15.7% |
| YTD | +31.7% | +33.7% | -2.0% | +15.7% |
| 1Y | +13.0% | +57.6% | -44.6% | -6.7% |
| 3Y | +18.3% | +183.5% | -165.2% | -24.8% |
| 5Y | +7.4% | +114.2% | -106.8% | -27.0% |
| 10Y | +154.8% | +128.1% | +26.7% | +61.2% |
| All | +154.8% | +136.2% | +18.6% | +61.2% |
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 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