+813.9%
CTAS vs HDB
+61.5%
+752.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.3% | -0.5% |
| 7D | -0.7% | +13.7% | -14.4% | -5.0% |
| 30D | +10.3% | +15.8% | -5.6% | +4.7% |
| 3M | +10.2% | +9.2% | +1.0% | +6.5% |
| 6M | +34.4% | +3.2% | +31.2% | +31.8% |
| YTD | +19.6% | -29.4% | +48.9% | +33.2% |
| 1Y | +21.8% | -27.9% | +49.7% | +34.6% |
| 3Y | +74.1% | -5.9% | +80.0% | +69.6% |
| 5Y | +114.0% | -23.5% | +137.5% | +121.0% |
| 10Y | +813.9% | +61.3% | +752.6% | +636.7% |
| All | +813.9% | +61.5% | +752.4% | +636.7% |
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