+6,308.9%
ASX vs HDB
+4,142.9%
+2,166.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.8% | +4.6% | +5.7% |
| 7D | -19.9% | +13.3% | -33.3% | -23.9% |
| 30D | -30.9% | +13.6% | -44.4% | -34.6% |
| 3M | -15.1% | +5.8% | -20.9% | -17.8% |
| 6M | -6.5% | -1.9% | -4.6% | -7.2% |
| YTD | +98.4% | -31.2% | +129.6% | +124.9% |
| 1Y | +107.9% | -29.6% | +137.4% | +133.2% |
| 3Y | +325.3% | -10.1% | +335.4% | +324.9% |
| 5Y | +447.3% | -24.3% | +471.6% | +477.7% |
| 10Y | +763.2% | +59.3% | +703.9% | +551.1% |
| All | +6,308.9% | +4,142.9% | +2,166.0% | +1,238.3% |
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 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