+907.4%
CI vs HDB
+3,812.1%
-2,904.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | +1.3% | +0.4% | +0.9% | +1.2% |
| 30D | +4.4% | -2.8% | +7.3% | +5.3% |
| 3M | +0.7% | -3.5% | +4.2% | +1.1% |
| 6M | +0.3% | -24.7% | +25.1% | +7.6% |
| YTD | +3.8% | -36.6% | +40.4% | +16.6% |
| 1Y | -5.5% | -34.4% | +28.9% | +5.1% |
| 3Y | +8.1% | -24.4% | +32.5% | +12.9% |
| 5Y | +42.8% | -35.4% | +78.2% | +52.6% |
| 10Y | +143.9% | +39.5% | +104.3% | +97.5% |
| All | +907.4% | +3,812.1% | -2,904.7% | +341.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling