+25.2%
ABT vs HDB
-5.9%
+31.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +1.0% | +12.7% | -11.7% | -0.6% |
| 30D | +11.6% | +16.6% | -5.0% | +9.3% |
| 3M | +2.3% | +10.8% | -8.5% | +0.8% |
| 6M | +32.7% | +3.8% | +28.9% | +31.5% |
| YTD | -9.6% | -28.9% | +19.3% | -7.9% |
| 1Y | -10.1% | -28.0% | +17.9% | -8.5% |
| 3Y | +25.2% | -7.2% | +32.4% | +27.8% |
| All | +25.2% | -5.9% | +31.1% | +27.8% |
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 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