+2.1%
DLTR vs HDB
-30.2%
+32.3%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.8% | -2.8% | -4.2% |
| 7D | -10.2% | -4.9% | -5.4% | -9.2% |
| 30D | -8.5% | -5.8% | -2.6% | -7.3% |
| 3M | +5.6% | -5.2% | +10.8% | +6.4% |
| 6M | +2.2% | -25.7% | +27.9% | +7.4% |
| YTD | -3.8% | -39.6% | +35.8% | +3.8% |
| 1Y | +22.9% | -36.9% | +59.9% | +31.8% |
| All | +2.1% | -30.2% | +32.3% | +5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling