+999.4%
EMR vs HDB
+3,812.1%
-2,812.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.8% |
| 6M | +6.0% | -24.7% | +30.7% | +15.5% |
| YTD | +16.4% | -36.6% | +53.0% | +33.7% |
| 1Y | +16.6% | -34.4% | +51.0% | +32.2% |
| 3Y | +62.9% | -24.4% | +87.3% | +73.2% |
| 5Y | +60.1% | -35.4% | +95.4% | +75.9% |
| 10Y | +268.8% | +39.5% | +229.2% | +203.1% |
| All | +999.4% | +3,812.1% | -2,812.7% | +274.6% |
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