+513.8%
AU vs HDB
-7.5%
+521.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.7% |
| 7D | -7.2% | +2.7% | -9.9% | -8.1% |
| 30D | -2.9% | +14.1% | -17.0% | -7.3% |
| 3M | -8.7% | +11.8% | -20.5% | -12.2% |
| 6M | -14.1% | +8.2% | -22.3% | -16.7% |
| YTD | +4.8% | -29.3% | +34.1% | +12.2% |
| 1Y | +11.9% | -28.8% | +40.7% | +19.5% |
| 3Y | +513.8% | -7.5% | +521.3% | +543.6% |
| All | +513.8% | -7.5% | +521.3% | +543.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling