+66.7%
AU vs HDB
-33.5%
+100.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.9% | -6.3% | -2.5% |
| 7D | -4.3% | +0.7% | -5.0% | -4.6% |
| 30D | +7.3% | +1.0% | +6.3% | +6.9% |
| 3M | +26.3% | -2.0% | +28.3% | +25.9% |
| 6M | +1.8% | -18.1% | +19.9% | +7.1% |
| YTD | +26.8% | -36.1% | +62.9% | +28.6% |
| 1Y | +66.7% | -34.0% | +100.7% | +71.1% |
| All | +66.7% | -33.5% | +100.2% | +71.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling