+1.4%
CI vs HDB
-11.1%
+12.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -2.7% |
| 7D | -1.6% | +13.3% | -14.9% | -2.2% |
| 30D | +5.4% | +13.6% | -8.1% | +4.7% |
| 3M | +7.3% | +5.8% | +1.5% | +6.8% |
| 6M | +5.3% | -1.9% | +7.2% | +5.0% |
| YTD | +8.5% | -31.2% | +39.7% | +9.7% |
| 1Y | +17.1% | -29.6% | +46.7% | +18.3% |
| 3Y | +1.4% | -10.1% | +11.5% | +4.4% |
| All | +1.4% | -11.1% | +12.5% | +4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling