+41.7%
DELL vs HDB
+8.6%
+33.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.5% | -7.6% | -7.2% |
| 7D | +4.9% | +2.7% | +2.1% | +4.9% |
| 30D | -32.1% | +14.1% | -46.2% | -32.2% |
| 3M | -30.2% | +11.8% | -42.1% | -30.4% |
| 6M | +41.7% | +8.2% | +33.5% | +37.9% |
| All | +41.7% | +8.6% | +33.1% | +37.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling