+279.0%
AG vs HDB
-27.8%
+306.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | +0.2% |
| 7D | +4.5% | -2.0% | +6.5% | +5.4% |
| 30D | +12.9% | -4.9% | +17.7% | +15.0% |
| 3M | +20.9% | -2.3% | +23.3% | +20.8% |
| 6M | -19.5% | -23.7% | +4.2% | -10.6% |
| YTD | +24.8% | -38.5% | +63.3% | +50.8% |
| 1Y | +120.2% | -36.5% | +156.7% | +160.9% |
| 3Y | +279.0% | -28.5% | +307.5% | +330.2% |
| All | +279.0% | -27.8% | +306.8% | +330.2% |
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 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