+398.5%
ASX vs HDB
-6.8%
+405.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.6% |
| 7D | +0.8% | +6.9% | -6.1% | -0.6% |
| 30D | -20.4% | +15.2% | -35.7% | -23.1% |
| 3M | -2.1% | +11.7% | -13.9% | -4.8% |
| 6M | +8.2% | +7.5% | +0.7% | +6.5% |
| YTD | +137.3% | -28.8% | +166.1% | +156.6% |
| 1Y | +155.0% | -29.1% | +184.1% | +175.9% |
| All | +398.5% | -6.8% | +405.4% | +391.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling