+49.6%
CF vs HDB
-30.1%
+79.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +1.4% |
| 7D | -3.2% | +13.3% | -16.5% | +1.9% |
| 30D | +4.3% | +13.6% | -9.2% | +10.0% |
| 3M | +2.8% | +5.8% | -3.0% | +5.2% |
| 6M | +0.6% | -1.9% | +2.5% | -0.2% |
| YTD | +56.6% | -31.2% | +87.8% | +44.9% |
| 1Y | +49.6% | -29.6% | +79.2% | +38.0% |
| All | +49.6% | -30.1% | +79.7% | +38.0% |
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