+279.0%
EMR vs HDB
+63.5%
+215.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | +2.5% | +2.7% | -0.3% | +1.5% |
| 30D | +3.3% | +14.1% | -10.9% | -1.5% |
| 3M | +1.7% | +11.8% | -10.2% | -2.6% |
| 6M | +21.7% | +8.2% | +13.5% | +17.4% |
| YTD | +26.8% | -29.3% | +56.1% | +41.3% |
| 1Y | +31.6% | -28.8% | +60.3% | +46.1% |
| 3Y | +102.5% | -7.5% | +110.0% | +100.2% |
| 5Y | +87.5% | -23.1% | +110.6% | +94.5% |
| All | +279.0% | +63.5% | +215.5% | +189.8% |
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 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