+512.3%
COR vs HDB
+61.5%
+450.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +1.0% | +3.1% |
| 7D | +2.3% | +13.7% | -11.4% | -0.1% |
| 30D | +6.8% | +15.8% | -9.1% | +3.8% |
| 3M | +8.1% | +9.2% | -1.1% | +6.2% |
| 6M | +33.0% | +3.2% | +29.8% | +31.6% |
| YTD | +3.0% | -29.4% | +32.3% | +9.3% |
| 1Y | -3.4% | -27.9% | +24.5% | +2.0% |
| 3Y | +80.1% | -5.9% | +86.0% | +77.8% |
| 5Y | +194.7% | -23.5% | +218.2% | +199.2% |
| 10Y | +512.3% | +61.3% | +450.9% | +464.4% |
| All | +512.3% | +61.5% | +450.8% | +464.4% |
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 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