+61.2%
CVS vs HDB
+62.8%
-1.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.5% |
| 7D | +10.4% | +4.1% | +6.3% | +9.7% |
| 30D | +3.3% | +13.0% | -9.7% | +1.1% |
| 3M | -4.5% | +11.3% | -15.8% | -6.4% |
| 6M | -4.4% | +6.9% | -11.3% | -6.0% |
| YTD | +16.6% | -29.6% | +46.3% | +23.1% |
| 1Y | +15.3% | -29.5% | +44.8% | +21.7% |
| 3Y | +48.6% | -8.1% | +56.7% | +47.0% |
| 5Y | +12.9% | -23.4% | +36.3% | +14.3% |
| All | +61.2% | +62.8% | -1.5% | +45.8% |
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 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