+3,922.7%
DELL vs HDB
+32.9%
+3,889.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.3% | -5.0% |
| 7D | -1.9% | -6.2% | +4.3% | +0.1% |
| 30D | +14.9% | -6.2% | +21.1% | +17.1% |
| 3M | +37.2% | -5.9% | +43.1% | +39.0% |
| 6M | +254.0% | -25.9% | +279.9% | +286.3% |
| YTD | +306.1% | -40.2% | +346.4% | +375.5% |
| 1Y | +312.3% | -38.0% | +350.3% | +375.9% |
| 3Y | +654.0% | -30.5% | +684.5% | +720.4% |
| 5Y | +1,055.3% | -38.1% | +1,093.5% | +1,182.1% |
| All | +3,922.7% | +32.9% | +3,889.8% | +3,355.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling