+107.9%
ASX vs HDB
-30.1%
+137.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.8% | +4.6% | +6.2% |
| 7D | -19.9% | +13.3% | -33.3% | -21.8% |
| 30D | -30.9% | +13.6% | -44.4% | -32.8% |
| 3M | -15.1% | +5.8% | -20.9% | -15.6% |
| 6M | -6.5% | -1.9% | -4.6% | -4.2% |
| YTD | +98.4% | -31.2% | +129.6% | +106.7% |
| 1Y | +107.9% | -29.6% | +137.4% | +115.3% |
| All | +107.9% | -30.1% | +137.9% | +115.3% |
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