+190.2%
B vs HDB
+38.3%
+151.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -1.6% | +0.4% | -2.0% | -1.7% |
| 30D | +9.4% | -2.8% | +12.2% | +9.8% |
| 3M | +5.0% | -3.5% | +8.5% | +5.4% |
| 6M | -3.5% | -24.7% | +21.2% | -0.1% |
| YTD | +4.5% | -36.6% | +41.0% | +10.3% |
| 1Y | +67.8% | -34.4% | +102.2% | +76.2% |
| 3Y | +196.7% | -24.4% | +221.1% | +204.9% |
| 5Y | +151.9% | -35.4% | +187.3% | +161.5% |
| All | +190.2% | +38.3% | +151.9% | +173.6% |
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 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