+356.1%
ALL vs HDB
+34.0%
+322.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.0% | +0.7% | -1.6% |
| 7D | -1.7% | -2.0% | +0.3% | -1.2% |
| 30D | -4.7% | -4.9% | +0.2% | -3.5% |
| 3M | +18.4% | -2.3% | +20.7% | +18.5% |
| 6M | +20.5% | -23.7% | +44.2% | +28.0% |
| YTD | +23.5% | -38.5% | +62.0% | +38.5% |
| 1Y | +29.0% | -36.5% | +65.4% | +43.2% |
| 3Y | +153.7% | -28.5% | +182.2% | +168.5% |
| 5Y | +114.8% | -37.4% | +152.2% | +132.2% |
| 10Y | +356.1% | +34.0% | +322.1% | +308.6% |
| All | +356.1% | +34.0% | +322.1% | +308.6% |
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