+246.7%
CB vs HDB
+64.3%
+182.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | -1.0% | +6.9% | -8.0% | -2.9% |
| 30D | +7.3% | +15.2% | -7.9% | +3.1% |
| 3M | +7.0% | +11.7% | -4.7% | +3.5% |
| 6M | +16.3% | +7.5% | +8.8% | +13.1% |
| YTD | +19.7% | -28.8% | +48.5% | +30.5% |
| 1Y | +27.8% | -29.1% | +56.9% | +39.4% |
| 3Y | +72.0% | -7.0% | +79.0% | +69.3% |
| 5Y | +104.9% | -22.1% | +126.9% | +109.1% |
| 10Y | +246.7% | +64.9% | +181.8% | +184.8% |
| All | +246.7% | +64.3% | +182.4% | +184.8% |
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