+100.2%
DAL vs HDB
-26.0%
+126.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.9% | -5.0% |
| 7D | +4.6% | +13.3% | -8.7% | -1.2% |
| 30D | +2.3% | +10.2% | -7.9% | -2.2% |
| 3M | -8.1% | +3.6% | -11.7% | -9.8% |
| 6M | +21.4% | -0.5% | +21.9% | +20.4% |
| YTD | +24.3% | -32.4% | +56.7% | +46.9% |
| 1Y | +47.4% | -31.1% | +78.4% | +72.2% |
| 3Y | +164.6% | -12.6% | +177.2% | +166.1% |
| 5Y | +100.2% | -25.7% | +125.9% | +104.1% |
| All | +100.2% | -26.0% | +126.2% | +104.1% |
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 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