+4,681.2%
DELL vs HDB
+43.2%
+4,638.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +14.9% | +0.4% | +14.4% | +14.7% |
| 30D | +13.3% | -2.8% | +16.1% | +14.2% |
| 3M | +24.4% | -3.5% | +27.9% | +25.1% |
| 6M | +258.0% | -24.7% | +282.7% | +288.9% |
| YTD | +320.2% | -36.6% | +356.8% | +382.9% |
| 1Y | +319.1% | -34.4% | +353.4% | +375.2% |
| 3Y | +706.5% | -24.4% | +730.9% | +753.9% |
| 5Y | +1,071.9% | -35.4% | +1,107.3% | +1,182.7% |
| 10Y | +4,683.5% | +39.5% | +4,643.9% | +3,971.4% |
| All | +4,681.2% | +43.2% | +4,638.0% | +3,909.1% |
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