+44.0%
DLTR vs HDB
-32.8%
+76.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.6% | +4.1% | +7.6% |
| 7D | +15.6% | +12.9% | +2.7% | +10.9% |
| 30D | +29.9% | +10.0% | +19.8% | +25.5% |
| 3M | +12.5% | +1.8% | +10.6% | +11.5% |
| 6M | +56.3% | -2.1% | +58.4% | +54.8% |
| YTD | +19.5% | -33.4% | +52.9% | +27.6% |
| 1Y | +44.0% | -32.9% | +76.9% | +52.9% |
| All | +44.0% | -32.8% | +76.9% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling