+168.1%
DAL vs HDB
-12.6%
+180.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.9% | -4.9% |
| 7D | +4.6% | +13.3% | -8.7% | +0.1% |
| 30D | +2.3% | +10.2% | -7.9% | -1.2% |
| 3M | -8.1% | +3.6% | -11.7% | -9.4% |
| 6M | +21.4% | -0.5% | +21.9% | +20.5% |
| YTD | +24.3% | -32.4% | +56.7% | +38.9% |
| 1Y | +47.4% | -31.1% | +78.4% | +63.5% |
| All | +168.1% | -12.6% | +180.7% | +172.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling