+203.0%
AMAT vs HDB
-24.6%
+227.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.4% |
| 7D | -1.5% | +0.4% | -1.9% | -1.6% |
| 30D | -14.8% | -2.8% | -12.0% | -14.4% |
| 3M | -9.3% | -3.5% | -5.7% | -9.2% |
| 6M | +27.4% | -24.7% | +52.1% | +32.8% |
| YTD | +77.6% | -36.6% | +114.1% | +89.4% |
| 1Y | +188.9% | -34.4% | +223.3% | +205.4% |
| All | +203.0% | -24.6% | +227.6% | +199.2% |
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