+520.3%
D vs HDB
+3,812.1%
-3,291.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | +1.5% | +0.4% | +1.0% | +1.4% |
| 30D | -2.6% | -2.8% | +0.2% | -2.2% |
| 3M | 0.0% | -3.5% | +3.5% | +0.4% |
| 6M | +7.4% | -24.7% | +32.1% | +12.0% |
| YTD | +15.9% | -36.6% | +52.4% | +24.3% |
| 1Y | +18.1% | -34.4% | +52.5% | +25.9% |
| 3Y | +58.4% | -24.4% | +82.8% | +63.3% |
| 5Y | +5.2% | -35.4% | +40.6% | +9.9% |
| 10Y | +35.9% | +39.5% | -3.7% | +20.9% |
| All | +520.3% | +3,812.1% | -3,291.8% | +299.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling