+7,563.1%
ASX vs HDB
+4,291.4%
+3,271.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.5% |
| 7D | +0.8% | +6.9% | -6.1% | -1.8% |
| 30D | -20.4% | +15.2% | -35.7% | -25.1% |
| 3M | -2.1% | +11.7% | -13.9% | -7.1% |
| 6M | +8.2% | +7.5% | +0.7% | +3.9% |
| YTD | +137.3% | -28.8% | +166.1% | +165.6% |
| 1Y | +155.0% | -29.1% | +184.1% | +185.7% |
| 3Y | +397.9% | -7.0% | +405.0% | +391.4% |
| 5Y | +529.2% | -22.1% | +551.3% | +556.9% |
| 10Y | +1,007.5% | +64.9% | +942.6% | +725.1% |
| All | +7,563.1% | +4,291.4% | +3,271.7% | +1,480.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling