+2,662.4%
DELL vs HDB
+63.5%
+2,598.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.5% | -7.6% | -7.3% |
| 7D | +4.9% | +2.7% | +2.1% | +4.0% |
| 30D | -32.1% | +14.1% | -46.2% | -35.2% |
| 3M | -30.2% | +11.8% | -42.1% | -33.1% |
| 6M | +41.7% | +8.2% | +33.5% | +36.7% |
| YTD | +176.6% | -29.3% | +205.9% | +205.5% |
| 1Y | +159.9% | -28.8% | +188.7% | +186.2% |
| 3Y | +388.0% | -7.5% | +395.4% | +381.0% |
| 5Y | +578.2% | -23.1% | +601.3% | +599.2% |
| All | +2,662.4% | +63.5% | +2,598.8% | +2,121.6% |
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