+45.0%
AA vs HDB
+61.4%
-16.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.1% | -4.7% |
| 7D | +1.2% | +12.7% | -11.5% | -3.9% |
| 30D | -5.0% | +16.6% | -21.6% | -11.3% |
| 3M | -22.2% | +10.8% | -33.0% | -26.1% |
| 6M | -36.3% | +3.8% | -40.2% | -38.3% |
| YTD | -24.2% | -28.9% | +4.7% | -13.4% |
| 1Y | +3.9% | -28.0% | +31.8% | +17.7% |
| 3Y | +67.6% | -7.2% | +74.7% | +62.8% |
| 5Y | -8.8% | -22.2% | +13.4% | -5.2% |
| 10Y | +45.0% | +63.6% | -18.6% | +0.3% |
| All | +45.0% | +61.4% | -16.4% | +0.3% |
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 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