+58.4%
DAL vs HDB
-27.9%
+86.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.7% | +2.6% | +4.2% |
| 7D | +10.0% | +13.7% | -3.7% | +4.7% |
| 30D | +12.0% | +15.8% | -3.8% | +5.7% |
| 3M | +0.8% | +9.2% | -8.4% | -2.8% |
| 6M | +26.2% | +3.2% | +23.0% | +22.7% |
| YTD | +33.7% | -29.4% | +63.1% | +37.9% |
| All | +58.4% | -27.9% | +86.4% | +62.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling