+2,419.4%
ELV vs HDB
+3,562.1%
-1,142.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.7% |
| 7D | +3.3% | +0.4% | +2.9% | +3.2% |
| 30D | +4.2% | -2.8% | +7.0% | +4.8% |
| 3M | -0.1% | -3.5% | +3.5% | +0.2% |
| 6M | +41.3% | -24.7% | +66.0% | +49.5% |
| YTD | +17.4% | -36.6% | +54.0% | +29.2% |
| 1Y | +35.1% | -34.4% | +69.4% | +47.2% |
| 3Y | -3.2% | -24.4% | +21.1% | +0.3% |
| 5Y | +15.6% | -35.4% | +51.0% | +22.2% |
| 10Y | +276.8% | +39.5% | +237.2% | +220.7% |
| All | +2,419.4% | +3,562.1% | -1,142.7% | +1,115.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling