+216.9%
B vs HDB
+62.8%
+154.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -3.0% |
| 7D | -6.2% | +4.1% | -10.3% | -6.7% |
| 30D | -6.6% | +13.0% | -19.6% | -8.2% |
| 3M | -7.9% | +11.3% | -19.1% | -9.3% |
| 6M | -16.8% | +6.9% | -23.7% | -17.7% |
| YTD | -11.7% | -29.6% | +18.0% | -8.2% |
| 1Y | +3.5% | -29.5% | +33.0% | +7.5% |
| 3Y | +165.7% | -8.1% | +173.8% | +166.9% |
| 5Y | +108.4% | -23.4% | +131.8% | +111.8% |
| All | +216.9% | +62.8% | +154.2% | +185.6% |
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