+228.6%
ABT vs HDB
+64.3%
+164.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.2% | -1.1% |
| 7D | -5.4% | +6.9% | -12.3% | -7.0% |
| 30D | +8.0% | +15.2% | -7.2% | +4.2% |
| 3M | +0.2% | +11.7% | -11.5% | -2.7% |
| 6M | +34.1% | +7.5% | +26.6% | +30.9% |
| YTD | -10.6% | -28.8% | +18.2% | -3.6% |
| 1Y | -11.8% | -29.1% | +17.3% | -4.8% |
| 3Y | +23.9% | -7.0% | +30.9% | +22.2% |
| 5Y | -5.1% | -22.1% | +16.9% | -3.4% |
| 10Y | +228.6% | +64.9% | +163.7% | +162.3% |
| All | +228.6% | +64.3% | +164.3% | +162.3% |
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