+815.5%
CTAS vs HDB
+63.5%
+751.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | +2.0% | +2.7% | -0.8% | +1.0% |
| 30D | +8.7% | +14.1% | -5.5% | +3.8% |
| 3M | +13.3% | +11.8% | +1.5% | +8.6% |
| 6M | +39.4% | +8.2% | +31.2% | +34.5% |
| YTD | +21.5% | -29.3% | +50.8% | +35.3% |
| 1Y | +21.9% | -28.8% | +50.7% | +35.3% |
| 3Y | +73.6% | -7.5% | +81.1% | +70.3% |
| 5Y | +116.2% | -23.1% | +139.3% | +122.7% |
| All | +815.5% | +63.5% | +751.9% | +635.2% |
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