+40.8%
ALB vs HDB
+61.5%
-20.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -1.2% |
| 7D | +9.5% | +13.7% | -4.2% | +4.0% |
| 30D | -2.1% | +15.8% | -18.0% | -7.9% |
| 3M | -24.1% | +9.2% | -33.4% | -27.1% |
| 6M | -51.0% | +3.2% | -54.2% | -52.2% |
| YTD | -29.3% | -29.4% | 0.0% | -19.9% |
| 1Y | +3.2% | -27.9% | +31.1% | +15.8% |
| 3Y | -9.3% | -5.9% | -3.5% | -12.1% |
| 5Y | -61.6% | -23.5% | -38.1% | -59.8% |
| 10Y | +40.8% | +61.3% | -20.5% | +6.2% |
| All | +40.8% | +61.5% | -20.7% | +6.2% |
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 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