+20.0%
DLTR vs HDB
-37.9%
+58.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.6% |
| 7D | -9.4% | -6.2% | -3.3% | -7.3% |
| 30D | -7.3% | -6.2% | -1.1% | -5.1% |
| 3M | +7.6% | -5.9% | +13.4% | +8.2% |
| 6M | +1.6% | -25.9% | +27.5% | +11.0% |
| YTD | -3.5% | -40.2% | +36.7% | +9.9% |
| 1Y | +20.0% | -38.0% | +58.0% | +33.0% |
| All | +20.0% | -37.9% | +58.0% | +33.0% |
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 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