+402.2%
CAH vs HDB
-38.7%
+440.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.2% |
| 3M | +13.1% | -5.2% | +18.3% | +13.9% |
| 6M | +8.5% | -25.7% | +34.2% | +13.3% |
| YTD | +17.6% | -39.6% | +57.2% | +26.8% |
| 1Y | +60.7% | -36.9% | +97.6% | +71.8% |
| 3Y | +183.2% | -29.7% | +212.9% | +195.1% |
| 5Y | +402.2% | -37.8% | +440.0% | +435.7% |
| All | +402.2% | -38.7% | +440.9% | +435.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling