+220.1%
C vs HDB
+61.5%
+158.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.7% | -0.2% | +1.3% |
| 7D | -0.9% | +13.7% | -14.6% | -6.5% |
| 30D | -5.4% | +15.8% | -21.2% | -11.6% |
| 3M | -9.2% | +9.2% | -18.4% | -13.1% |
| 6M | -1.8% | +3.2% | -5.0% | -4.3% |
| YTD | +6.7% | -29.4% | +36.1% | +22.8% |
| 1Y | +23.5% | -27.9% | +51.4% | +40.7% |
| 3Y | +219.8% | -5.9% | +225.7% | +211.9% |
| 5Y | +112.4% | -23.5% | +135.9% | +123.8% |
| 10Y | +220.1% | +61.3% | +158.8% | +146.4% |
| All | +220.1% | +61.5% | +158.6% | +146.4% |
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