+60.4%
CVS vs HDB
+63.5%
-3.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | +6.6% | +2.7% | +3.8% | +6.1% |
| 30D | -0.4% | +14.1% | -14.6% | -2.7% |
| 3M | -5.3% | +11.8% | -17.1% | -7.2% |
| 6M | -7.7% | +8.2% | -15.9% | -9.4% |
| YTD | +16.0% | -29.3% | +45.4% | +22.4% |
| 1Y | +16.2% | -28.8% | +45.0% | +22.4% |
| 3Y | +47.6% | -7.5% | +55.0% | +45.8% |
| 5Y | +12.3% | -23.1% | +35.4% | +13.7% |
| All | +60.4% | +63.5% | -3.1% | +45.0% |
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