+887.2%
ASX vs HDB
+61.4%
+825.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.6% | +3.0% |
| 7D | -9.1% | +12.7% | -21.9% | -13.5% |
| 30D | -23.6% | +16.6% | -40.2% | -28.5% |
| 3M | -5.6% | +10.8% | -16.4% | -10.2% |
| 6M | +4.7% | +3.8% | +0.9% | +1.9% |
| YTD | +122.6% | -28.9% | +151.5% | +151.6% |
| 1Y | +133.0% | -28.0% | +161.0% | +161.7% |
| 3Y | +367.1% | -7.2% | +374.3% | +358.6% |
| 5Y | +504.7% | -22.2% | +527.0% | +528.0% |
| 10Y | +887.2% | +63.6% | +823.7% | +639.6% |
| All | +887.2% | +61.4% | +825.8% | +639.6% |
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