+653.0%
CAH vs HDB
+3,812.1%
-3,159.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.5% |
| 7D | +5.4% | +0.4% | +5.0% | +5.3% |
| 30D | +3.3% | -2.8% | +6.1% | +3.9% |
| 3M | +22.8% | -3.5% | +26.3% | +23.4% |
| 6M | +11.3% | -24.7% | +36.0% | +17.5% |
| YTD | +21.1% | -36.6% | +57.7% | +32.5% |
| 1Y | +67.2% | -34.4% | +101.6% | +81.4% |
| 3Y | +195.6% | -24.4% | +220.0% | +207.1% |
| 5Y | +413.8% | -35.4% | +449.2% | +444.1% |
| 10Y | +309.6% | +39.5% | +270.0% | +253.1% |
| All | +653.0% | +3,812.1% | -3,159.1% | +272.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling