+672.3%
AU vs HDB
+42.1%
+630.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.9% | -6.3% | -0.8% |
| 7D | -4.3% | +0.7% | -5.0% | -4.4% |
| 30D | +7.3% | +1.0% | +6.3% | +7.0% |
| 3M | +26.3% | -2.0% | +28.3% | +26.6% |
| 6M | +1.8% | -18.1% | +19.9% | +5.4% |
| YTD | +26.8% | -36.1% | +62.9% | +36.7% |
| 1Y | +66.7% | -34.0% | +100.7% | +78.5% |
| 3Y | +579.1% | -26.7% | +605.8% | +608.0% |
| 5Y | +689.3% | -33.9% | +723.2% | +731.1% |
| All | +672.3% | +42.1% | +630.2% | +580.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling