+132.8%
AMAT vs HDB
-12.6%
+145.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +1.5% | -15.1% | -13.8% |
| 7D | -24.3% | +13.3% | -37.6% | -25.7% |
| 30D | -39.8% | +10.2% | -50.0% | -40.8% |
| 3M | -40.2% | +3.6% | -43.7% | -40.5% |
| 6M | -22.1% | -0.5% | -21.6% | -22.4% |
| YTD | +24.7% | -32.4% | +57.1% | +31.3% |
| 1Y | +33.3% | -31.1% | +64.3% | +39.7% |
| All | +132.8% | -12.6% | +145.5% | +129.7% |
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