-40.7%
FIS vs HDB
+32.9%
-73.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.5% |
| 7D | -8.9% | -6.2% | -2.7% | -6.9% |
| 30D | -9.9% | -6.2% | -3.7% | -8.0% |
| 3M | 0.0% | -5.9% | +5.8% | +1.6% |
| 6M | -22.9% | -25.9% | +3.0% | -15.6% |
| YTD | -40.9% | -40.2% | -0.6% | -30.6% |
| 1Y | -40.4% | -38.0% | -2.4% | -31.1% |
| 3Y | -25.4% | -30.5% | +5.1% | -18.4% |
| 5Y | -64.8% | -38.1% | -26.7% | -60.8% |
| All | -40.7% | +32.9% | -73.6% | -45.3% |
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