+16.6%
EMR vs HDB
-34.6%
+51.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.2% | +1.9% |
| 7D | -1.5% | +0.4% | -2.0% | -1.7% |
| 30D | -5.6% | -2.8% | -2.8% | -4.8% |
| 3M | +7.9% | -3.5% | +11.5% | +8.4% |
| 6M | +6.0% | -24.7% | +30.7% | +11.2% |
| YTD | +16.4% | -36.6% | +53.0% | +21.2% |
| 1Y | +16.6% | -34.4% | +51.0% | +19.8% |
| All | +16.6% | -34.6% | +51.2% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling