+11.7%
HPQ vs DAL
+30.9%
-19.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.2% |
| 7D | -0.5% | +3.4% | -3.9% | -1.2% |
| 30D | +3.7% | -13.6% | +17.3% | +7.2% |
| 3M | +24.3% | +1.2% | +23.1% | +23.1% |
| 6M | +64.8% | +34.5% | +30.3% | +50.0% |
| YTD | +43.9% | +14.7% | +29.2% | +37.2% |
| 1Y | +11.7% | +29.2% | -17.6% | -2.3% |
| All | +11.7% | +30.9% | -19.2% | -2.3% |
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