+712.5%
CAT vs HDB
+61.5%
+651.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.7% | +4.5% | +6.4% |
| 7D | -2.4% | +13.7% | -16.1% | -6.2% |
| 30D | -25.0% | +15.8% | -40.8% | -28.5% |
| 3M | -28.7% | +9.2% | -37.9% | -30.9% |
| 6M | -33.0% | +3.2% | -36.1% | -34.2% |
| YTD | +5.4% | -29.4% | +34.8% | +16.0% |
| 1Y | +7.3% | -27.9% | +35.2% | +17.2% |
| 3Y | +166.0% | -5.9% | +171.9% | +161.4% |
| 5Y | +210.1% | -23.5% | +233.6% | +220.4% |
| 10Y | +712.5% | +61.3% | +651.2% | +505.2% |
| All | +712.5% | +61.5% | +651.0% | +505.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling