+228.9%
ARM vs HDB
-11.1%
+239.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.8% | +3.0% | +4.2% |
| 7D | -15.2% | +13.3% | -28.6% | -18.4% |
| 30D | -40.7% | +13.6% | -54.2% | -43.1% |
| 3M | -39.1% | +5.8% | -44.9% | -40.2% |
| 6M | -26.4% | -1.9% | -24.5% | -26.4% |
| YTD | +59.7% | -31.2% | +90.9% | +71.6% |
| 1Y | +10.3% | -29.6% | +39.9% | +17.8% |
| 3Y | +228.9% | -10.1% | +238.9% | +270.8% |
| All | +228.9% | -11.1% | +239.9% | +270.8% |
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