+281.9%
EMR vs HDB
+34.8%
+247.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.6% |
| 7D | +3.1% | -2.0% | +5.1% | +3.8% |
| 30D | -3.5% | -4.9% | +1.3% | -2.0% |
| 3M | +9.8% | -2.3% | +12.1% | +10.1% |
| 6M | +10.8% | -23.7% | +34.5% | +20.9% |
| YTD | +15.9% | -38.5% | +54.4% | +35.9% |
| 1Y | +16.4% | -36.5% | +52.9% | +34.7% |
| 3Y | +62.1% | -28.5% | +90.6% | +76.1% |
| 5Y | +62.9% | -37.4% | +100.3% | +82.4% |
| All | +281.9% | +34.8% | +247.1% | +212.3% |
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