-6.5%
ASX vs HDB
-3.2%
-3.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.8% | +4.6% | +6.5% |
| 7D | -19.9% | +13.3% | -33.3% | -20.1% |
| 30D | -30.9% | +13.6% | -44.4% | -31.3% |
| 3M | -15.1% | +5.8% | -20.9% | -14.0% |
| 6M | -6.5% | -1.9% | -4.6% | -5.7% |
| All | -6.5% | -3.2% | -3.3% | -5.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling