+243.0%
CB vs HDB
+61.5%
+181.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.2% |
| 7D | -1.5% | +13.7% | -15.2% | -5.0% |
| 30D | +6.5% | +15.8% | -9.3% | +2.2% |
| 3M | +4.1% | +9.2% | -5.2% | +1.2% |
| 6M | +14.4% | +3.2% | +11.2% | +12.5% |
| YTD | +17.5% | -29.4% | +46.9% | +28.4% |
| 1Y | +27.5% | -27.9% | +55.5% | +38.4% |
| 3Y | +71.6% | -5.9% | +77.5% | +68.2% |
| 5Y | +100.6% | -23.5% | +124.1% | +106.0% |
| 10Y | +243.0% | +61.3% | +181.7% | +183.3% |
| All | +243.0% | +61.5% | +181.5% | +183.3% |
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