+27.2%
CB vs HDB
-27.9%
+55.2%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -0.7% |
| 7D | -1.5% | +13.7% | -15.2% | -2.9% |
| 30D | +6.5% | +15.8% | -9.3% | +4.8% |
| 3M | +4.1% | +9.2% | -5.2% | +2.9% |
| 6M | +14.4% | +3.2% | +11.2% | +13.4% |
| YTD | +17.5% | -29.4% | +46.9% | +21.8% |
| All | +27.2% | -27.9% | +55.2% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling