+234.1%
ABT vs HDB
+63.5%
+170.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.1% |
| 7D | -1.3% | +2.7% | -4.0% | -1.9% |
| 30D | +6.0% | +14.1% | -8.1% | +2.6% |
| 3M | -1.9% | +11.8% | -13.7% | -4.8% |
| 6M | +31.2% | +8.2% | +23.0% | +27.9% |
| YTD | -11.2% | -29.3% | +18.1% | -4.1% |
| 1Y | -14.0% | -28.8% | +14.8% | -7.3% |
| 3Y | +20.7% | -7.5% | +28.1% | +19.1% |
| 5Y | -6.7% | -23.1% | +16.4% | -4.6% |
| All | +234.1% | +63.5% | +170.6% | +169.1% |
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