+381.8%
DAL vs HDB
+683.1%
-301.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.9% | -5.1% |
| 7D | +4.6% | +13.3% | -8.7% | -1.8% |
| 30D | +2.3% | +10.2% | -7.9% | -2.7% |
| 3M | -8.1% | +3.6% | -11.7% | -10.1% |
| 6M | +21.4% | -0.5% | +21.9% | +20.4% |
| YTD | +24.3% | -32.4% | +56.7% | +49.3% |
| 1Y | +47.4% | -31.1% | +78.4% | +74.9% |
| 3Y | +164.6% | -12.6% | +177.2% | +170.3% |
| 5Y | +100.2% | -25.7% | +125.9% | +118.9% |
| 10Y | +124.9% | +56.5% | +68.4% | +58.3% |
| All | +381.8% | +683.1% | -301.3% | +16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling