-65.1%
AAL vs HDB
+32.4%
-97.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +1.2% |
| 7D | -1.3% | -4.9% | +3.6% | +1.4% |
| 30D | -13.7% | -5.8% | -7.9% | -11.0% |
| 3M | -8.2% | -5.2% | -3.0% | -6.1% |
| 6M | +13.1% | -25.7% | +38.8% | +31.8% |
| YTD | -15.6% | -39.6% | +24.0% | +10.1% |
| 1Y | +1.4% | -36.9% | +38.3% | +28.5% |
| 3Y | -7.4% | -29.7% | +22.3% | +7.3% |
| 5Y | -35.9% | -37.8% | +1.8% | -22.3% |
| 10Y | -65.1% | +33.7% | -98.8% | -72.8% |
| All | -65.1% | +32.4% | -97.6% | -72.8% |
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