+7.7%
CARR vs HDB
-38.6%
+46.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.9% |
| 7D | -4.1% | -6.2% | +2.1% | -2.0% |
| 30D | -11.0% | -6.2% | -4.7% | -9.1% |
| 3M | -16.4% | -5.9% | -10.5% | -15.1% |
| 6M | -2.4% | -25.9% | +23.5% | +7.2% |
| YTD | +8.4% | -40.2% | +48.7% | +28.1% |
| 1Y | -8.0% | -38.0% | +30.0% | +7.0% |
| 3Y | +0.6% | -30.5% | +31.1% | +9.9% |
| 5Y | +7.7% | -38.1% | +45.9% | +21.1% |
| All | +7.7% | -38.6% | +46.4% | +21.1% |
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 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