+44.0%
DLTR vs HDB
+32.9%
+11.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | -9.4% | -6.2% | -3.3% | -8.1% |
| 30D | -7.3% | -6.2% | -1.1% | -5.9% |
| 3M | +7.6% | -5.9% | +13.4% | +8.8% |
| 6M | +1.6% | -25.9% | +27.5% | +8.2% |
| YTD | -3.5% | -40.2% | +36.7% | +7.3% |
| 1Y | +20.0% | -38.0% | +58.0% | +32.4% |
| 3Y | +2.3% | -30.5% | +32.8% | +8.7% |
| 5Y | +31.5% | -38.1% | +69.7% | +41.3% |
| All | +44.0% | +32.9% | +11.1% | +36.5% |
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