+62.8%
AA vs HDB
-36.7%
+99.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.0% | +6.6% | +3.2% |
| 7D | +1.7% | -2.0% | +3.7% | +1.4% |
| 30D | +3.3% | -4.9% | +8.2% | +2.9% |
| 3M | -29.4% | -2.3% | -27.1% | -29.0% |
| 6M | -12.8% | -23.7% | +10.9% | -16.9% |
| YTD | -2.1% | -38.5% | +36.3% | -16.9% |
| 1Y | +62.8% | -36.5% | +99.2% | +38.0% |
| All | +62.8% | -36.7% | +99.4% | +38.0% |
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