+41.6%
D vs HDB
+57.5%
-15.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.8% |
| 7D | +3.0% | +13.3% | -10.4% | +0.4% |
| 30D | +11.5% | +13.6% | -2.1% | +8.7% |
| 3M | +3.7% | +5.8% | -2.0% | +2.4% |
| 6M | +13.5% | -1.9% | +15.5% | +13.4% |
| YTD | +20.7% | -31.2% | +51.9% | +29.4% |
| 1Y | +18.2% | -29.6% | +47.8% | +26.1% |
| 3Y | +73.3% | -10.1% | +83.4% | +72.9% |
| 5Y | +12.3% | -24.3% | +36.6% | +14.8% |
| All | +41.6% | +57.5% | -15.9% | +21.7% |
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