+145.3%
DAL vs HDB
+38.3%
+106.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.0% |
| 7D | +0.1% | +0.4% | -0.3% | -0.1% |
| 30D | -13.9% | -2.8% | -11.1% | -12.7% |
| 3M | +1.1% | -3.5% | +4.6% | +2.1% |
| 6M | +26.2% | -24.7% | +51.0% | +44.2% |
| YTD | +16.4% | -36.6% | +53.0% | +44.7% |
| 1Y | +33.9% | -34.4% | +68.2% | +63.0% |
| 3Y | +93.4% | -24.4% | +117.8% | +112.6% |
| 5Y | +106.4% | -35.4% | +141.7% | +141.0% |
| All | +145.3% | +38.3% | +106.9% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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