+181.2%
DLR vs HDB
+63.5%
+117.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.0% |
| 7D | +3.3% | +2.7% | +0.6% | +2.7% |
| 30D | +4.6% | +14.1% | -9.5% | +1.3% |
| 3M | -8.3% | +11.8% | -20.1% | -10.9% |
| 6M | -5.6% | +8.2% | -13.8% | -7.9% |
| YTD | +18.7% | -29.3% | +48.0% | +27.7% |
| 1Y | +17.1% | -28.8% | +45.9% | +25.7% |
| 3Y | +54.4% | -7.5% | +61.8% | +52.9% |
| 5Y | +36.5% | -23.1% | +59.5% | +39.5% |
| All | +181.2% | +63.5% | +117.6% | +125.6% |
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