+142.2%
CI vs HDB
+61.5%
+80.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | +0.1% |
| 7D | +0.1% | +13.7% | -13.6% | -2.9% |
| 30D | +4.7% | +15.8% | -11.2% | +1.0% |
| 3M | +5.2% | +9.2% | -4.0% | +2.8% |
| 6M | +3.8% | +3.2% | +0.6% | +2.2% |
| YTD | +9.2% | -29.4% | +38.6% | +17.7% |
| 1Y | +14.3% | -27.9% | +42.2% | +22.5% |
| 3Y | +8.4% | -5.9% | +14.3% | +6.1% |
| 5Y | +50.0% | -23.5% | +73.5% | +52.6% |
| 10Y | +142.2% | +61.3% | +80.9% | +83.7% |
| All | +142.2% | +61.5% | +80.7% | +83.7% |
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