+145.4%
ASX vs HDB
-29.0%
+174.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.1% |
| 7D | +12.4% | +2.7% | +9.6% | +11.9% |
| 30D | -19.8% | +14.1% | -33.9% | -21.9% |
| 3M | -10.3% | +11.8% | -22.1% | -12.2% |
| 6M | +1.2% | +8.2% | -6.9% | +0.6% |
| YTD | +123.0% | -29.3% | +152.3% | +134.9% |
| 1Y | +145.4% | -28.8% | +174.2% | +156.8% |
| All | +145.4% | -29.0% | +174.5% | +156.8% |
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 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