+43.8%
D vs HDB
+61.5%
-17.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -1.1% |
| 7D | +0.8% | +13.7% | -12.9% | -1.8% |
| 30D | +10.7% | +15.8% | -5.1% | +7.4% |
| 3M | +2.3% | +9.2% | -6.9% | +0.3% |
| 6M | +12.5% | +3.2% | +9.3% | +11.2% |
| YTD | +20.1% | -29.4% | +49.5% | +28.1% |
| 1Y | +15.6% | -27.9% | +43.5% | +22.7% |
| 3Y | +75.2% | -5.9% | +81.0% | +73.0% |
| 5Y | +14.6% | -23.5% | +38.1% | +17.0% |
| 10Y | +43.8% | +61.3% | -17.6% | +22.6% |
| All | +43.8% | +61.5% | -17.8% | +22.6% |
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