+34.7%
D vs HDB
+38.3%
-3.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +1.5% | +0.4% | +1.0% | +1.4% |
| 30D | -2.6% | -2.8% | +0.2% | -2.1% |
| 3M | 0.0% | -3.5% | +3.5% | +0.4% |
| 6M | +7.4% | -24.7% | +32.1% | +13.1% |
| YTD | +15.9% | -36.6% | +52.4% | +26.4% |
| 1Y | +18.1% | -34.4% | +52.5% | +27.9% |
| 3Y | +58.4% | -24.4% | +82.8% | +64.2% |
| 5Y | +5.2% | -35.4% | +40.6% | +11.7% |
| All | +34.7% | +38.3% | -3.6% | +20.3% |
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