+198.9%
HPQ vs DAL
+128.9%
+70.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.0% |
| 7D | -0.5% | +3.4% | -3.9% | -1.6% |
| 30D | +3.7% | -13.6% | +17.3% | +9.2% |
| 3M | +24.3% | +1.2% | +23.1% | +22.9% |
| 6M | +64.8% | +34.5% | +30.3% | +45.6% |
| YTD | +43.9% | +14.7% | +29.2% | +33.9% |
| 1Y | +11.7% | +29.2% | -17.6% | -0.9% |
| 3Y | +19.7% | +100.0% | -80.3% | -13.7% |
| 5Y | +32.2% | +106.3% | -74.1% | -9.2% |
| 10Y | +198.9% | +126.4% | +72.5% | +79.0% |
| All | +198.9% | +128.9% | +70.0% | +79.0% |
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