+131.7%
AG vs HDB
-34.6%
+166.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.9% |
| 7D | +1.0% | +0.4% | +0.6% | +0.9% |
| 30D | +19.2% | -2.8% | +22.0% | +20.1% |
| 3M | +6.2% | -3.5% | +9.7% | +6.4% |
| 6M | -26.7% | -24.7% | -2.0% | -24.4% |
| YTD | +26.1% | -36.6% | +62.7% | +24.1% |
| 1Y | +131.7% | -34.4% | +166.0% | +128.9% |
| All | +131.7% | -34.6% | +166.3% | +128.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling