+678.3%
DELL vs HDB
-30.2%
+708.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +0.6% |
| 7D | +8.7% | -4.9% | +13.6% | +9.8% |
| 30D | +16.9% | -5.8% | +22.7% | +18.3% |
| 3M | +40.4% | -5.2% | +45.6% | +41.2% |
| 6M | +267.1% | -25.7% | +292.8% | +288.0% |
| YTD | +329.1% | -39.6% | +368.7% | +373.3% |
| 1Y | +346.9% | -36.9% | +383.8% | +388.3% |
| All | +678.3% | -30.2% | +708.5% | +724.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling