+95.1%
AMT vs HDB
+38.2%
+57.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -1.0% |
| 7D | -0.2% | +0.4% | -0.6% | -0.3% |
| 30D | +4.6% | -2.8% | +7.4% | +5.4% |
| 3M | -8.4% | -3.5% | -4.9% | -8.0% |
| 6M | -6.0% | -24.7% | +18.7% | +0.6% |
| YTD | +2.1% | -36.6% | +38.7% | +14.3% |
| 1Y | -6.4% | -34.4% | +28.0% | +3.7% |
| 3Y | +8.1% | -24.4% | +32.4% | +12.8% |
| 5Y | -31.9% | -35.4% | +3.4% | -26.9% |
| All | +95.1% | +38.2% | +57.0% | +71.4% |
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