+66.8%
AA vs HDB
-7.5%
+74.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -1.8% |
| 7D | +0.5% | +2.7% | -2.2% | 0.0% |
| 30D | -0.6% | +14.1% | -14.7% | -3.1% |
| 3M | -19.7% | +11.8% | -31.5% | -21.4% |
| 6M | -41.6% | +8.2% | -49.7% | -42.7% |
| YTD | -24.6% | -29.3% | +4.7% | -18.1% |
| 1Y | +4.9% | -28.8% | +33.7% | +13.5% |
| 3Y | +66.8% | -7.5% | +74.3% | +68.3% |
| All | +66.8% | -7.5% | +74.3% | +68.3% |
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