+251.0%
DIA vs HDB
+32.4%
+218.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | -0.3% |
| 7D | -1.2% | -4.9% | +3.6% | +0.1% |
| 30D | -2.7% | -5.8% | +3.2% | -1.1% |
| 3M | +3.3% | -5.2% | +8.5% | +4.3% |
| 6M | +10.4% | -25.7% | +36.1% | +19.1% |
| YTD | +10.0% | -39.6% | +49.6% | +25.5% |
| 1Y | +16.2% | -36.9% | +53.1% | +30.7% |
| 3Y | +58.7% | -29.7% | +88.5% | +70.1% |
| 5Y | +63.6% | -37.8% | +101.3% | +78.5% |
| 10Y | +251.0% | +33.7% | +217.3% | +203.8% |
| All | +251.0% | +32.4% | +218.6% | +203.8% |
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