+62.4%
CAH vs HDB
-37.3%
+99.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.1% |
| 7D | -2.2% | -4.9% | +2.6% | -1.4% |
| 30D | +1.2% | -5.8% | +7.0% | +2.3% |
| 3M | +13.1% | -5.2% | +18.3% | +13.7% |
| 6M | +8.5% | -25.7% | +34.2% | +13.0% |
| YTD | +17.6% | -39.6% | +57.2% | +24.6% |
| All | +62.4% | -37.3% | +99.7% | +71.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling