+248.5%
DHR vs HDB
+62.8%
+185.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.0% |
| 7D | +2.6% | +4.1% | -1.5% | +1.5% |
| 30D | +4.2% | +13.0% | -8.8% | +0.9% |
| 3M | +13.0% | +11.3% | +1.8% | +9.5% |
| 6M | +40.2% | +6.9% | +33.2% | +36.7% |
| YTD | +2.0% | -29.6% | +31.7% | +10.9% |
| 1Y | +6.6% | -29.5% | +36.1% | +15.8% |
| 3Y | +19.9% | -8.1% | +28.1% | +19.1% |
| 5Y | -11.7% | -23.4% | +11.7% | -9.3% |
| All | +248.5% | +62.8% | +185.7% | +187.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling