+122.8%
DAL vs HDB
+57.5%
+65.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +1.3% |
| 7D | +8.8% | +13.3% | -4.5% | +2.2% |
| 30D | +5.4% | +13.6% | -8.2% | -1.3% |
| 3M | -4.9% | +5.8% | -10.7% | -7.9% |
| 6M | +19.8% | -1.9% | +21.8% | +19.6% |
| YTD | +27.0% | -31.2% | +58.2% | +51.1% |
| 1Y | +52.5% | -29.6% | +82.0% | +78.9% |
| 3Y | +173.8% | -10.1% | +183.9% | +174.3% |
| 5Y | +104.5% | -24.3% | +128.9% | +120.0% |
| All | +122.8% | +57.5% | +65.3% | +65.0% |
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