+39.3%
DIS vs HDB
-5.9%
+45.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | +4.4% | +12.7% | -8.3% | +2.7% |
| 30D | +10.3% | +16.6% | -6.3% | +8.1% |
| 3M | +15.5% | +10.8% | +4.7% | +13.8% |
| 6M | +11.2% | +3.8% | +7.4% | +10.2% |
| YTD | +5.6% | -28.9% | +34.5% | +8.1% |
| 1Y | +7.7% | -28.0% | +35.7% | +10.1% |
| 3Y | +39.3% | -7.2% | +46.4% | +41.2% |
| All | +39.3% | -5.9% | +45.2% | +41.2% |
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