+3,313.5%
DELL vs HDB
+60.8%
+3,252.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.2% | +11.6% | +11.7% |
| 7D | +0.4% | +6.9% | -6.6% | -1.7% |
| 30D | -35.1% | +15.2% | -50.4% | -38.3% |
| 3M | -15.1% | +11.7% | -26.9% | -18.6% |
| 6M | +51.7% | +7.5% | +44.2% | +46.7% |
| YTD | +200.0% | -28.8% | +228.8% | +230.7% |
| 1Y | +172.1% | -29.1% | +201.2% | +200.2% |
| 3Y | +431.2% | -7.0% | +438.2% | +422.9% |
| 5Y | +633.1% | -22.1% | +655.1% | +652.9% |
| 10Y | +2,886.3% | +64.9% | +2,821.4% | +2,281.9% |
| All | +3,313.5% | +60.8% | +3,252.7% | +2,645.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling