+1,254.4%
AAPL vs HDB
+32.9%
+1,221.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.1% | +4.6% | +3.9% |
| 7D | -0.5% | -6.2% | +5.7% | +1.4% |
| 30D | +7.1% | -6.2% | +13.3% | +9.1% |
| 3M | +12.1% | -5.9% | +18.0% | +13.8% |
| 6M | +25.4% | -25.9% | +51.3% | +36.5% |
| YTD | +20.5% | -40.2% | +60.7% | +39.9% |
| 1Y | +44.5% | -38.0% | +82.5% | +65.6% |
| 3Y | +85.8% | -30.5% | +116.2% | +101.6% |
| 5Y | +124.8% | -38.1% | +162.9% | +148.6% |
| All | +1,254.4% | +32.9% | +1,221.4% | +1,079.2% |
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