+37.7%
CAH vs HDB
-29.0%
+66.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | +3.5% | +2.7% | +0.7% | +2.9% |
| 30D | +13.5% | +14.1% | -0.7% | +10.5% |
| 3M | +21.8% | +11.8% | +10.0% | +19.0% |
| 6M | +51.5% | +8.2% | +43.4% | +48.1% |
| YTD | +38.1% | -29.3% | +67.4% | +42.4% |
| 1Y | +37.7% | -28.8% | +66.5% | +41.2% |
| All | +37.7% | -29.0% | +66.7% | +41.2% |
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