+137.0%
AA vs HDB
+34.8%
+102.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.0% | +6.6% | +4.9% |
| 7D | +1.7% | -2.0% | +3.7% | +2.5% |
| 30D | +3.3% | -4.9% | +8.2% | +5.4% |
| 3M | -29.4% | -2.3% | -27.1% | -29.4% |
| 6M | -12.8% | -23.7% | +10.9% | -3.2% |
| YTD | -2.1% | -38.5% | +36.3% | +19.5% |
| 1Y | +62.8% | -36.5% | +99.2% | +94.6% |
| 3Y | +90.5% | -28.5% | +118.9% | +109.9% |
| 5Y | +19.1% | -37.4% | +56.4% | +37.3% |
| All | +137.0% | +34.8% | +102.1% | +85.9% |
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 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