+858.4%
ASX vs HDB
+38.3%
+820.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.7% | +0.4% | -1.1% | -0.9% |
| 30D | +2.0% | -2.8% | +4.8% | +3.0% |
| 3M | -1.3% | -3.5% | +2.2% | -0.2% |
| 6M | +71.4% | -24.7% | +96.2% | +91.1% |
| YTD | +135.3% | -36.6% | +171.9% | +180.6% |
| 1Y | +267.5% | -34.4% | +301.9% | +330.7% |
| 3Y | +388.5% | -24.4% | +412.9% | +426.1% |
| 5Y | +417.1% | -35.4% | +452.5% | +483.2% |
| All | +858.4% | +38.3% | +820.1% | +711.8% |
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 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