+95.6%
F vs HDB
+38.3%
+57.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +5.3% | +0.4% | +4.9% | +5.1% |
| 30D | +4.6% | -2.8% | +7.4% | +5.7% |
| 3M | -3.7% | -3.5% | -0.1% | -2.8% |
| 6M | +16.8% | -24.7% | +41.5% | +29.7% |
| YTD | +15.3% | -36.6% | +51.9% | +36.7% |
| 1Y | +31.0% | -34.4% | +65.4% | +52.9% |
| 3Y | +45.4% | -24.4% | +69.8% | +56.2% |
| 5Y | +54.7% | -35.4% | +90.0% | +73.5% |
| All | +95.6% | +38.3% | +57.2% | +68.5% |
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