+287.5%
CAH vs HDB
+42.1%
+245.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.9% | -7.5% | -2.1% |
| 7D | -5.1% | +0.7% | -5.8% | -5.3% |
| 30D | +0.2% | +1.0% | -0.8% | -0.1% |
| 3M | +6.3% | -2.0% | +8.3% | +6.4% |
| 6M | +9.4% | -18.1% | +27.5% | +13.5% |
| YTD | +15.0% | -36.1% | +51.1% | +25.5% |
| 1Y | +55.4% | -34.0% | +89.5% | +68.4% |
| 3Y | +173.8% | -26.7% | +200.5% | +186.1% |
| 5Y | +395.2% | -33.9% | +429.1% | +422.0% |
| All | +287.5% | +42.1% | +245.4% | +260.1% |
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 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