+203.8%
DHR vs HDB
+42.1%
+161.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.9% | -7.1% | -2.0% |
| 7D | -3.6% | +0.7% | -4.3% | -3.9% |
| 30D | -2.7% | +1.0% | -3.7% | -3.1% |
| 3M | +10.9% | -2.0% | +12.9% | +11.0% |
| 6M | +3.0% | -18.1% | +21.1% | +8.0% |
| YTD | -12.2% | -36.1% | +23.9% | -1.8% |
| 1Y | +3.3% | -34.0% | +37.4% | +14.3% |
| 3Y | -8.2% | -26.7% | +18.5% | -2.8% |
| 5Y | -29.9% | -33.9% | +4.0% | -25.0% |
| All | +203.8% | +42.1% | +161.7% | +162.0% |
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