+47.3%
CVS vs HDB
-5.9%
+53.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.8% | +4.4% |
| 7D | -2.6% | +12.7% | -15.3% | -2.5% |
| 30D | +4.0% | +16.6% | -12.6% | +4.1% |
| 3M | -6.3% | +10.8% | -17.1% | -6.2% |
| 6M | -0.4% | +3.8% | -4.2% | -0.3% |
| YTD | +15.6% | -28.9% | +44.5% | +16.6% |
| 1Y | +18.3% | -28.0% | +46.3% | +19.3% |
| 3Y | +47.3% | -7.2% | +54.4% | +53.9% |
| All | +47.3% | -5.9% | +53.2% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling