+114.2%
DAL vs HDB
-23.0%
+137.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.7% | +2.6% | +4.1% |
| 7D | +10.0% | +13.7% | -3.7% | +3.9% |
| 30D | +12.0% | +15.8% | -3.8% | +4.7% |
| 3M | +0.8% | +9.2% | -8.4% | -3.5% |
| 6M | +26.2% | +3.2% | +23.0% | +23.1% |
| YTD | +33.7% | -29.4% | +63.1% | +54.9% |
| 1Y | +57.6% | -27.9% | +85.5% | +80.5% |
| 3Y | +183.5% | -5.9% | +189.3% | +174.6% |
| 5Y | +114.2% | -23.5% | +137.7% | +114.7% |
| All | +114.2% | -23.0% | +137.1% | +114.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling