+155.0%
ASX vs HDB
-28.3%
+183.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.6% |
| 7D | +0.8% | +6.9% | -6.1% | -0.3% |
| 30D | -20.4% | +15.2% | -35.7% | -22.7% |
| 3M | -2.1% | +11.7% | -13.9% | -4.1% |
| 6M | +8.2% | +7.5% | +0.7% | +7.9% |
| YTD | +137.3% | -28.8% | +166.1% | +150.2% |
| 1Y | +155.0% | -29.1% | +184.1% | +167.7% |
| All | +155.0% | -28.3% | +183.3% | +167.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling