+1,122.0%
DELL vs HDB
-37.8%
+1,159.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.0% | +4.9% | +2.8% |
| 7D | +25.6% | -2.0% | +27.7% | +26.5% |
| 30D | +17.7% | -4.9% | +22.5% | +19.4% |
| 3M | +33.4% | -2.3% | +35.7% | +33.3% |
| 6M | +266.2% | -23.7% | +289.9% | +297.0% |
| YTD | +328.0% | -38.5% | +366.5% | +400.1% |
| 1Y | +339.6% | -36.5% | +376.0% | +406.7% |
| 3Y | +694.6% | -28.5% | +723.1% | +757.9% |
| 5Y | +1,122.0% | -37.4% | +1,159.4% | +1,217.3% |
| All | +1,122.0% | -37.8% | +1,159.8% | +1,217.3% |
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