+128.9%
DPZ vs HDB
+54.7%
+74.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | +0.1% |
| 7D | +9.5% | +13.3% | -3.8% | +7.8% |
| 30D | +12.8% | +10.2% | +2.6% | +11.4% |
| 3M | -6.2% | +3.6% | -9.8% | -6.7% |
| 6M | +4.3% | -0.5% | +4.8% | +4.0% |
| YTD | -16.6% | -32.4% | +15.8% | -13.0% |
| 1Y | -12.8% | -31.1% | +18.2% | -9.3% |
| 3Y | -0.8% | -12.6% | +11.8% | -0.2% |
| 5Y | -25.8% | -25.7% | -0.1% | -24.9% |
| All | +128.9% | +54.7% | +74.1% | +113.8% |
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